Top 111 Transamerica Jobs

Client Engagement Specialist II (Outbound Sales) (Work from Home)
Transamerica —Remote
- $42,000 - $47,000 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Wellness program
- Paid parental leave
Retirement Planning Cnslt I - Client Team (East NY/W CT)
Transamerica —Remote
- $66,000 - $80,000 a year
- Full-time
- 3 years
- Business development
- Bachelor's degree
- Wellness program
- Paid parental leave
Product Strategist - Transamerica AM
Aegon Asset Management —Denver, CO
- $135,000 - $148,000 a year
- Full-time
- Hybrid work
- Office
- Analysis skills
- Bachelor's degree
- Wellness program
- Paid parental leave
Sales Desk Assistant (Retirement)
Transamerica —Denver, CO
- $23.23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Wellness program
- Paid parental leave
Sales Desk Consultant - TFA
Transamerica —Remote
- $73,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Travel
- Wellness program
- Paid parental leave
Senior Internal Controls Analyst - Transamerica AM
Aegon Asset Management —Baltimore, MD
- $82,500 - $88,500 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Bachelor's degree
- Wellness program
- Paid parental leave
Electronic Enrollment Specialist
Transamerica —Cedar Rapids, IA
- $52,500 - $65,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Analysis skills
- Wellness program
- Paid parental leave
Product Strategist - Transamerica AM
Transamerica —Denver, CO
- $135,000 - $148,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid parental leave
Sr Field Services & Operations Associate
Transamerica —Remote
- $61,000 - $72,000 a year
- Full-time
- Hybrid work
- 5 years
- Microsoft Office
- Finance
- Wellness program
- Paid parental leave
Sales Desk Assistant - Annuities
Transamerica —Denver, CO
- $23.23 an hour
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Paid parental leave
Public Relations and External Communications Manager
Transamerica —Baltimore, MD
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Mid-level
- 8 years
- Travel
- Wellness program
- Paid parental leave
Early Career & Experienced Talent Recruiter
Transamerica —Philadelphia, PA
- $64,000 - $83,000 a year
- Full-time
- Hybrid work
- Customer service
- Office
- Bachelor's degree
- Wellness program
- Paid parental leave
Intermediate Business Intelligence Reporting Analyst (Hybrid)
Transamerica —Remote
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Wellness program
- Paid parental leave
Private Credit Analyst
Transamerica —Philadelphia, PA
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid parental leave
Senior Manager, Fund Administration - Transamerica AM
Aegon Asset Management —Denver, CO
- $150,000 - $170,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CPA
- Finance
- Wellness program
- Paid parental leave
Life Underwriting Consultant
Transamerica —Remote
- $85,000 - $105,000 a year
- Full-time
- Hybrid work
- 6 years
- Mid-level
- Microsoft Office
- Wellness program
- Paid parental leave
Lead Business Analyst
Transamerica —Philadelphia, PA
- $73,000 - $85,000 a year
- Full-time
- Hybrid work
- Management
- Mid-level
- Office
- Wellness program
- Paid parental leave
Regional Vice President- Employee Benefits
Transamerica —Remote
- $60,000 - $75,000 a year
- Full-time
- Driver's License
- Bachelor's degree
- Recruiting
- Wellness program
- Paid parental leave
Senior Manager, Fund Administration - Transamerica AM
Transamerica —Denver, CO
- $150,000 - $170,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CPA
- Finance
- Wellness program
- Paid parental leave
Head of Life and Annuities Technology
Transamerica —Remote
- $300,000 - $350,000 a year
- Full-time
- Remote
- Computer science
- Up to 50% travel
- Bachelor's degree
- Wellness program
- Paid parental leave

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Client Engagement Specialist II (Outbound Sales) (Work from Home)

Transamerica -
Remote

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Job Details

Full-time
$42,000 - $47,000 a year

Benefits

Wellness program
Paid parental leave
Employee stock purchase plan
Paid holidays
Disability insurance
Health insurance
Dental insurance
Matching gift program
Tuition reimbursement
Paid time off
Adoption assistance
Pension plan
Work from home
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Life insurance
Referral program

Qualifications

Productivity software

Full Job Description

Job Family

Customer Service

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

Serves as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options. Triage inbound and outbound calls and place prospects with financial planning and retirement planning advisors.

Job Description

Responsibilities

Initiate contact with new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; handle routine to complex inquiries.
Guide customers through the Transamerica customer experience; gather information and create customer profiles in order to identify and assess needs.
Schedule appointments with advisors for all product types.
Facilitate two-way communication with the advisor team to ensure customer needs are addressed in a timely manner.
Keep abreast of product offerings to better identify the value proposition to customers.

Qualifications

Bachelor’s degree in a business related field or equivalent experience.
Two years of experience in financial services and/or customer service.
Understanding of the financial services industry.
Ability to communicate in a friendly and persuasive manner.
Listening skills to identify and assess customer needs.
Professional demeanor to represent the company through a virtual environment.
Critical thinking and problem-solving skills.
Ability to multi-task and work in a team environment.
Proficiency using MS Office products.

Preferred Qualifications

Knowledge of Transamerica products.
Experience with CRM tools (Salesforce.com), automated workflow systems, and digital financial advice platforms.

Working Conditions

Remote (Call Center) Environment
May work varied shifts

Compensation

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

Base Compensation:

The salary for this position ranges from $42,000 to $47,000 annually.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 5%. There is also a quarterly bonus opportunity.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

Competitive Pay
Bonus for Eligible Employees

Benefits Package

Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities

Health and Work/Life Balance Benefits

Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

As of December 31, 2023

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Refine Your Search

Transamerica jobs

Client Engagement Specialist II (Outbound Sales) (Work from Home)

Retirement Planning Cnslt I - Client Team (East NY/W CT)

Product Strategist - Transamerica AM

Sales Desk Assistant (Retirement)

Sales Desk Consultant - TFA

Senior Internal Controls Analyst - Transamerica AM

Electronic Enrollment Specialist

Product Strategist - Transamerica AM

Sr Field Services & Operations Associate

Sales Desk Assistant - Annuities

Public Relations and External Communications Manager

Early Career & Experienced Talent Recruiter

Intermediate Business Intelligence Reporting Analyst (Hybrid)

Private Credit Analyst

Senior Manager, Fund Administration - Transamerica AM

Life Underwriting Consultant

Lead Business Analyst

Regional Vice President- Employee Benefits

Senior Manager, Fund Administration - Transamerica AM

Head of Life and Annuities Technology

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