2-10 Jobs

- 22 Jobs
  • Bilingual Road Service Specialist

    AAA Northern California, Nevada and Utah Insurance Exchange 4.1company rating

    Remote or Clearfield, UT Job

    Why Work For Us? * Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position * 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period * Benefits - Medical, Dental, Vision, wellness program and more! * Paid Holidays * Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. * Collaborative Environment - AAA will value your contribution to providing exceptional service to our members * Free AAA Classic Membership * AAA Product Discounts * Tuition Reimbursement Program . MUST LIVE IN UTAH OR ARIZONA At AAA, our purpose is to serve our Members. Whether on the front lines or behind the scenes, everyone in our Emergency Road Services group is instrumental in creating outstanding Member experiences. One of the most important ways in which we do that is by helping Members in their greatest time of need, when they are stranded on the side of the road. Being a Road Service Specialist is rewarding and meaningful but takes great willpower, hard work, and emotional strength. Essential Functions: * Enjoy a fast paced environment: Handle inbound calls from Members, Vendors, Fleets, and others while coordinating service vehicles * Be skilled at using multiple applications simultaneously and navigation tools like Google maps * Deliver extraordinary customer service to our Members and work with Vendors and Fleets to ensure the service request is processed timely and efficiently * Demonstrate empathy, problem solving, and listening skills to assess Member safety and be able to provide clear and proficient verbal and written communication * Be reliable to work a schedule that may include weekends/holidays and adhere to your assigned work schedule * Process Member/Vendor payments following company policy and procedures * Enjoy working from home and have a dedicated work space free of distractions/noise that includes a desk, chair, etc, along with the ability to hardwire your internet connection What We Offer: * Great Pay - $23.16/hour * Fluency in Spanish is a plus and you may be eligible to earn a pay differential * Work from Home - We provide you with a computer, monitor, headset, and Members to rescue. * Schedule - We are open 24/7 (including weekends and holidays) and offer several schedule options. * Training - You will receive virtual paid training that will set you up for success. * Paid Time Off - Accrue 5.2 hours of Paid Time Off every pay period during your first 12 months - that's 17 days in your first year! * Volunteer Time - We know Heroes like to give back to their communities; we grant 24 hours of Paid Volunteer Time every year! * Benefits - For eligible Team Members, Medical, Dental, Vision, Life Insurance, Tuition Reimbursement, Employee Assistance Program and more! * 401K - Dollar for dollar company match up to 6% of employee contributions. * Annual Incentive Plan - Eligibility to participate in our AAA annual bonus plan. Work Environment/Physical Requirements: * Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer. Please note that you will be asked to complete a candidate assessment following your application, via email. Your application will not be considered until the assessment has been completed. #NIC_RX * $23.16 hourly starting pay
    $31k-38k yearly est. 9d ago
  • Strategic Business Planning Manager

    Transamerica 4.1company rating

    Remote or Baltimore, MD Job

    Job Family Corporate Development, Strategy and Sustainability 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 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. Summary This position will support IT Projects & will function in the Asset Liability Management (ALM) department within the Corporate Finance division. In addition this position will work in alignment with senior leadership to ensure strategic business priorities are identified, prioritized and executed. Responsibilities: Facilitate Release Planning and cross-team collaboration Facilitate ALM Intake and Prioritization meeting(s) Standardize documentation and toolset used to track and collaborate Create documentation summaries around overall development and QA activity Be Point of Contact for Project and Intake requests Maintain high-level roadmap of work going on across ALM Develop and implement processes and metrics to measure predictability, productivity, and value delivery Define and establish strategic planning processes, plans, priorities, capabilities, measures of success, etc. Develop and/or maintain strategic roadmap and assigned strategic dashboards/tracking mechanisms. Manage the timing of inputs/outputs that drive strategic project prioritization. Identify integrations across the organization that impact the group. Coordinate with strategic planning contacts across the organization (including the PMO as a key stakeholder) to develop and execute a holistic strategic planning process. Establish and maintain strong relationships with supported groups and project teams. Serve as the escalation point to resolve conflicts on priorities, goals, strategies, resources and key initiatives. Create and deliver strategic presentations, story boards, etc. tailored for specific audiences. Qualifications: Bachelor's degree in a business-related field or equivalent experience. Eight years of strategic planning experience in a similar environment or in a planning/consultant role. Ability to communicate with all levels of the organization to guide in strategic planning fundamentals and plan execution. Strong organizational skills (planning, prioritizing) and communication skills (written, verbal, listening) are critical to this position. Analytical and problem-solving skills to plan strategy, tactics and perform root cause analysis. Presentation skills to create and deliver information to a wide audience. Familiarity with project management tools, lifecycles, etc. Proficiency using MS Office tools. Preferred Qualifications: Master's degree in a relevant field. Knowledge of insurance products is also preferred. Experience with JIRA and Confluence is preferred Supervisory/management experience. Understanding of LEAN Six Sigma methodology. Experience with software development and the testing process is preferred. Working Conditions: Hybrid employees will need to work at a Company office location at times and a remote work location (typically their home) at times. May require travel May require flexible hours to accommodate global project teams Locations: Baltimore, MD Cedar Rapids, IA **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.** The Salary for this position generally ranges between $95,000 - $120,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. 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 College Coach 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
    $95k-120k yearly 1d ago
  • Digital Sales Rep-Georgia

    AAA Carolinas 4.6company rating

    Remote Job

    Requirements Qualifications: • Education: High School Diploma, some college preferred. • Experience: Previous sales and customer service experience, preferred in the wholesale automotive field, with a focus in digital marketing and on-line sales. • Skills: Should be highly organized, self-motivated and self-disciplined. Highly goal and customer service orientated. Computer proficient. Must be able to read, write and speak English fluently. Be high energy and be highly motivated to succeed. Know vehicle values and condition. Prior wholesale relationships preferred. • Requirements: • Must be at least 18 years of age • Must possess a valid driver's license • Environment: The environment of the Sales Representative involves working outside of the office for the majority of the time on the road in their designated territory calling on all licensed dealers. Those working in this position are subject to temperature changes, weather conditions, elevated noise levels and at times fumes and odors associated with vehicle exhaust at times America's Auction is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Salary Description $50,000 per year with potential bonus
    $50k yearly 1d ago
  • Commercial Auto/Liability Claims Adjuster

    Cottingham & Butler 4.4company rating

    Remote or Madison, WI Job

    Who says you can't have it all? Cottingham & Butler Claims Services is offering the opportunity to work in a fast-paced and exciting position with NO commute! That's right - you can do what you love without having to leave your house! We are currently looking for auto liability adjusters (experience with Bodily Injury claims required). Qualifications: Minimum of 1 year experience as an auto/liability claims adjuster. License/state experience. Demonstrated knowledge of claims laws and regulations. Strong analytical and problem-solving skills. Excellent communication and negotiation skills. Ability to work independently and in a team environment. Strong organizational and time-management skills. Proficiency in computer programs, including Microsoft Office and claims management software. If you are looking for a position that will allow you to stay in claims, continue to grow in your career, and also have the flexibility that working from home allows, this is the position for you. We will provide your office equipment and IT support, as well as training and support from our home office. If this sounds like a good fit to your career and life goals, we'd love to talk! Pay & Benefits Salary - Flexible based on your experience level. Most Benefits start Day 1 Medical, Dental, Vision Insurance Flex Spending or HSA 401(k) with company match Profit-Sharing/ Defined Contribution (1-year waiting period) PTO/ Paid Holidays Company-paid ST and LT Disability Maternity Leave/ Parental Leave Company-paid Term Life/ Accidental Death Insurance Cottingham & Butler At Cottingham & Butler, we sell a promise to help our clients through life's toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of “better every day” constantly pushing ourselves to be better than yesterday - that's who we are and what we believe in. As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day. Want to learn more? Follow us on ****************** | LinkedIn
    $44k-54k yearly est. 60d+ ago
  • Escrow Coordinator

    Allied Solutions 4.6company rating

    Remote Job

    We are seeking a meticulous and analytical individual to join our team as an Escrow Coordinator. The ideal candidate will have a keen eye for detail, exceptional analytical skills, and a thorough understanding of escrow loan servicing processes, particularly in handling high-risk accounts. As the main human quality control, you will play a critical role in ensuring accurate payments and mitigating risks associated with loan servicing. The qualifications and responsibilities align with supporting the Escrow Leadership team and contributing to process improvement within the Escrow Operations department. *Job Duties and Responsibilities: Research and Quality Oversight (60%) Quality Evaluation: Serve as the primary point of contact for human quality control, ensuring all loan payments are processed accurately and in compliance with company policies and regulatory requirements. Payment Accuracy Analysis: Analyze payment data and account transactions to identify discrepancies, errors, or irregularities. Investigate root causes and implement corrective actions to prevent recurrence. Decision Making: Make informed decisions regarding payment processing, including adjustments, corrections, and exceptions handling. Exercise judgment to resolve complex issues and escalate matters as necessary. Documentation and Reporting: Maintain comprehensive documentation of quality control activities, payment discrepancies, and resolution outcomes. Client/Escalation Support (20%) Investigate: Conduct a thorough investigation into the root cause of the escalation. Review relevant documents, data, and procedures to understand what went wrong and why. Resolution Plan: Develop a detailed plan to address the escalation. This may involve implementing temporary fixes to mitigate immediate risks and developing long-term solutions to prevent recurrence. If necessary, escalate the issue further within the organization or to external stakeholders, such as regulatory agencies or legal authorities, if standard resolution procedures prove insufficient. Proactively address inquiries, rectify errors, and reconcile discrepancies to uphold accuracy and quality standards, fostering trust and satisfaction among stakeholders. Maintain a high level of accessibility and responsiveness across communication channels, including email, phone, and messaging platforms, to promptly address inquiries, facilitate collaboration, and ensure smooth workflow. Demonstrate flexibility and adaptability by undertaking additional responsibilities and tasks as assigned, contributing to the overall success and cohesion of the department and organization. Other Workload Support (20%) Act as a mentor and resource for colleagues within the Escrow Operations Department, providing guidance, training, and support to facilitate their professional growth and enhance team performance. Strive to consistently meet or exceed productivity goals, demonstrating commitment to excellence and contributing to the overall success of the department and organization. Identify discrepancies and opportunities for improvement in client loan data processing and insurance data processing, communicating findings to management and collaborating on solutions to drive operational excellence. May take the lead on special projects assigned by supervisors, leveraging expertise in Escrow Operations to drive efficiency and effectiveness. Innovate and implement actionable strategies to streamline processes and optimize outcomes, leveraging sophisticated data analysis techniques to drive continuous improvement and maximize efficiency. Proactively assist team members with their workload, demonstrating a collaborative spirit and willingness to pitch in where needed to ensure smooth operations and timely completion of tasks. Perform other assigned duties. *Qualifications (Education, Experience, Certifications & KSA): High School Diploma or GED required. Bachelor's degree, Associate's degree, or Vocational/Technical School training/degree preferred 2-3 years of directly related experience required. Analytical Skills: Possess strong analytical abilities for thorough review and analysis of loan files and data, enabling accurate assessment and decision-making. Communication Skills: Demonstrate excellent verbal and written communication skills for effectively presenting findings, articulating solutions, and resolving issues with clarity and professionalism. Attention to Detail: Exhibit a keen attention to detail and a commitment to accuracy in verifying and updating information, ensuring data integrity and compliance with established standards. Independence and Initiative: Display the ability to work independently with minimal supervision, taking initiative to address tasks and challenges proactively while adhering to deadlines and quality standards. Computer Proficiency: Showcase proficiency in using computer systems and conducting web inquiries, leveraging technological tools to enhance efficiency and productivity in daily tasks. Regulatory Knowledge: Possess a solid understanding of escrow servicing regulations and compliance requirements, ensuring adherence to legal and industry standards in all operations. Mentorship Skills: Demonstrate the ability to mentor and support team members, sharing knowledge, providing guidance, and fostering a collaborative and supportive team environment to promote individual and collective success. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job. #LI-AB2 #LI-Remote We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. To view our privacy statement click here To view our terms and conditions click here
    $36k-56k yearly est. 12d ago
  • iLEAD Finance Leadership Summit (May 2025)

    Transamerica 4.1company rating

    Remote or Cedar Rapids, IA Job

    Job Family Administrative Services 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 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. Summary iLEAD (I Learn Explore Achieve Develop) Accounting & Finance Leadership Summit - is an opportunity for you to meet with Accounting and Finance leaders and learn more about Transamerica. Our participants walk away with greater industry knowledge and personal development. Job Description **Opportunity for freshmen/sophomore students and/or those who have at least 2 more years of schooling following the event in May 2025** What You Will Do: We are seeking students to participate in our iLEAD Accounting & Finance Leadership Summit. This event is a two day, hybrid summit and will be held on Tuesday, May 20 and Wednesday, May 21, 2025. Day 1 of the summit will be fully virtual through Microsoft Teams. Day 2 will be held in-person at the Cedar Rapids, Iowa office. Summit participants will need to attend Day 2 in-person. This unpaid networking and professional development event provides participants with a firsthand look at career paths within our company. It's a fantastic opportunity for you to hear from leaders in our industry, network with full-time employees, and explore the finance and accounting fields. What You Will Learn: Gain a new perspective on corporate finance and accounting including but not limited to tax, internal audit, and financial reporting. You will also have the opportunity to: Network with fellow student leaders and Transamerica professionals by participating in group activities. Learn about the areas of finance and accounting within our company along with our culture focused on feedback and opportunities. Get a jump start on next year's campus recruiting process. This event is an opportunity to make an impression with hiring leaders for future internships. What Success Looks Like: The ideal iLEAD candidate is an undergraduate student, who as of the spring of 2025 will have at least two years remaining in their education prior to graduation. What You Will Learn: In this role, you will gain exposure to Transamerica's rich culture, while working in one of the following departments: Internal Audit, Corporate Tax, Investment Reporting, Regulatory Reporting, Management Reporting, Consolidated Product Reporting, or more. What You Need: Pursuing a major in one of the following or similar fields: Accounting, Finance, Risk Management & Insurance, Management Information Systems, and/or Business Analytics majors. Participants will be selected based on academic achievements, initiative, leadership, extracurricular activities, and communication skills. Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment. Worried about not having every single qualification listed? It's okay. If it's a role you're interested in, we encourage you to apply. Employees who enjoy their jobs are one of our favorite things. 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 College Coach 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
    $78k-101k yearly est. 60d+ ago
  • Sr Life Underwriter

    Transamerica 4.1company rating

    Remote Job

    Job Family Underwriting 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 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. Summary Transamerica has been helping people feel better about the future for more than 100 years, and we're proud of the trust we've earned. We want to help people live better today and worry less about tomorrow. At Transamerica, we are a purpose driven team helping people live their best life. We are dedicated to inspiring people to improve not only their financial and personal well-being but the world around them. We empower our employees to also live their best life by promoting a sustainable work life balance in a highly collaborative team environment that promotes career growth and ongoing learning opportunities. We are excited about our current success and dedication to ongoing modernization which has brought state of the art digital tools to the underwriting process. If you are an ambitious team-oriented individual that can balance the interests of our people, our customers, our stakeholders, and the wider world then it is time for you to step up. That is why we are seeking experienced individual life underwriters to join our growing team where you will have the ability to work with a strong team that encourages growth, supports your ambitions, and makes it a priority for you to reach your professional goals. As a Transamerica Senior Underwriter, you will be responsible for ensuring the effective risk selection of cases reviewed. This position requires frequent interaction with Underwriting, New Business and distribution groups. Approval authority up to ($1,500,000 - $2,500,000) through all tables and all ages. Can evaluate up to $3,500,000. Responsibilities Proven competency at all job tasks and expectations of Underwriter and Intermediate Underwriter. Influential with immediate team and other peer groups of Underwriters. Shows initiative in daily tasks, does not need direction to be productive. Initiative also in assisting team and Underwriting Department. Good sense of organization, who to go to, to get questions answered. Understands own role within the team and how their actions impacts broader team and organizational success. Shows willingness to question established practices and challenge others in a professional manner. Continually looks for ways to improve upon processes. Willingness to volunteer to lead and execute department/functional project. Qualifications A bachelor's degree or equivalent combination of education/experience. A minimum of 4 years life or health underwriting experience. Demonstrated skill in AWD or similar system, MS Office skills, risk assessment skills and strong platform skills. Preferred Qualifications Minimum of two LOMA classes, working toward FLMI designation. Have completed the AALU Certification, while working towards FALU. Ability to multi-task and prioritize. Excellent verbal and written communication skills when working with different levels of both internal and external audiences. Ability to meet high productivity demands for self and staff. Strong decision making and problem solving skills. Ability to work independently and possibly work in remote setting with virtual environment and team. Working Conditions Remote environment 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.** The Salary for this position generally ranges between $73-102K. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at Company discretion. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. 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 College Coach 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
    $73k-102k yearly 30d ago
  • Entry Level Financial Associate

    Transamerica 4.1company rating

    Remote or Spokane, WA Job

    Exciting Commission-Based Opportunity in Financial Services! Join Us and Secure Your Future Success! Are you a dynamic and motivated individual with a passion for helping others secure their financial future? We are seeking talented individuals as well as entry level opportunities to join our team as a Financial professional in a commission-based role that offers not only financial rewards but the satisfaction of making a real difference in people's lives! Position: Financial Professional Location: Nationwide, Remote Opportunities Available About Us: We work with leading providers of life insurance and Financial solutions, committed to empowering individuals and families with financial security. As we continue to grow, we are looking for ambitious individuals to join our team and play a crucial role in protecting and enhancing the lives of our clients. Responsibilities: As a Financial Professional, you will: Educate clients on the importance of life insurance , annuities, Mutual funds, long term care and other investment opportunities; and help them identify their specific needs. Develop and maintain strong relationships with clients, providing personalized Financial solutions. Present and explain Financial products, ensuring clients understand their coverage and benefits. Generate leads through networking, referrals, and other effective prospecting methods. Achieve and exceed sales targets through a consultative and customer-focused approach. What We Offer: Lucrative Commission Structure: Unlimited earning potential with competitive commission rates and bonuses. In this career you get out what you put in! Comprehensive Training: Receive thorough training and ongoing support to enhance your skills and knowledge. Flexibility: Enjoy the freedom of a remote work environment with a schedule that suits your lifestyle. Rewarding Career: Make a positive impact on the lives of others while building a successful and fulfilling career. Recognition and Incentives: Be celebrated for your achievements with recognition, awards, and exciting incentives. Qualifications: Sales experience preferred but not required, preferably in the insurance or financial services industry. Excellent communication and interpersonal skills. Life and Health Insurance License (or willingness to obtain one). Self-motivated and results-driven with a commitment to continuous learning. How to Apply: Ready to embark on an exciting journey in Financial Services? Let us know why you are the ideal candidate to help individuals secure their financial futures! Join us and be a part of a team that values your success and the positive impact you can make in the lives of others. Your career in Financial Services starts here!
    $64k-80k yearly est. 60d+ ago
  • Account Representative - Employee Benefits

    Transamerica 4.1company rating

    Remote Job

    Job Family Account / Relationship Management 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 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. Summary Responsible for the sale, distribution and support of the Employee Benefits product portfolio through identified channels managed by the organization. Develops and maintains long-term relationships with key accounts and producers that align with growth strategies. Job Description Responsibilities Promote sales solutions and enhance the consumer buying experience through a needs-based approach, including cross-sell VP products to existing health clients. Provide sales assistance and marketing support for new and established distribution relationships. Deliver orientation, operations and systems training to general agents and support staff as needed. Handle large account client management. Focus on management and growth of existing block of business and increase in client and policyholder persistency. Measure satisfaction and persistency of the in-force book and implement relationship management strategies which drive customer engagement; implement a renewal management and cross-sell strategy that ensures customer satisfaction resulting in long-term persistency of in-force book of business and returns expected sales results. Assist administrative/operational partners with complex problem resolution to ensure key account customer satisfaction. Keep abreast of industry and consumer trends in related markets, channels and products. Qualifications Bachelor's degree in a business related field or equivalent experience. Three years of sales or customer service experience. Understanding of employee benefits marketplace, including development of benefit packages, enrollment methods, eligibility management and termination procedures. Understanding of the broker/agent distribution channel (for health: including Affordable Care Act (ACA), MEC, MVP and 60% AVP plans). Understanding of the employee experience in enrollment and the use of voluntary, supplemental and primary medical insurance purchased through an employer. Communication and presentation skills. Relationship-building and interpersonal skills. Proficient with MS Office (Word, Excel, PowerPoint, Outlook). Preferred Qualifications Broker/agency experience. Life/Health license. Working Conditions Office environment or work remote from home. Moderate travel (15%) **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.** The Salary for this position generally ranges between $55,000 - $64,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. 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 College Coach 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
    $55k-64k yearly 31d ago
  • Retirement Plan Specialist I (Work from Home)

    Transamerica 4.1company rating

    Remote Job

    Job Family Internal Sales 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 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. Summary Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our April 7th and May 5th classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. Explain and ensure customers understand product options for routine inquiries; make product recommendations. Identify if there are multi-product needs and connect customers to other product specialists. Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications Bachelor's degree in a business field or equivalent professional experience FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) Life license (or obtain within 90 days) One year of experience in the financial services industry Basic knowledge of financial products (related to assigned specialty area) Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust Problem-solving and decision-making skills to select and recommend product solutions Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. Proficiency using MS Office Preferred Qualifications CFP and/or CRPC Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions Office or hybrid office/remote environment Schedule may vary to fulfill service levels during hours of operation 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.** Total Compensation for this role is estimated to be $65,000 - $95,000 per year. The Salary for this position generally ranges between $ 46,000 - $ 50,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. 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 College Coach 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
    $65k-95k yearly 60d+ ago
  • Licensed Insurance Agent - Remote

    AAA Northern California, Nevada and Utah Insurance Exchange 4.1company rating

    Remote or Phoenix, AZ Job

    Why Work For Us? * Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position * 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period * Benefits - Medical, Dental, Vision, wellness program and more! * Paid Holidays * Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. * Collaborative Environment - AAA will value your contribution to providing exceptional service to our members * Free AAA Classic Membership * AAA Product Discounts * Tuition Reimbursement Program . MUST LIVE IN ARIZONA OR UTAH MUST HAVE ACTIVE PROPERTY & CASUALTY OR PERSONAL LINES LICENSE. We are looking for motivated individuals to represent and sell AAA membership and insurance products. We welcome dedicated professionals with ambition, initiative, and winning attitude and offer them licensing training as well as career-building opportunities. Insurance Sales Agent Starting Pay: $21.64 guaranteed hourly rate plus monthly bonus potential (bonus plan is reviewed during interview). Full Time - 40 hours a week Shifts: Shifts start as early as 8 AM and end as late as 10 PM. We are open 7 days a week, so shifts may include working weekends. You will pick your shift at the time you are offered the position. Training Info: Training is paid. Training hours are 9 AM - 6 PM (MDT), Monday - Friday for 6-8 weeks. Our motivated sales agents have uncapped earning potential selling Property & Casualty insurance to our members. With AAA's strong reputation behind them, our representatives can take pride in knowing they are selling quality products to our members, ensuring they are covered for life's unexpected events. What could be better than helping someone prepare for life's unexpected curve balls? What you will do: * Use sales techniques to proactively offer valuable AAA products and services and generate new sales to prospective and current members * Conducts an insurance review to identify a range of suitable products; uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quite, bind, and issue policies * Exceed member expectations in a structured, goal-oriented sales environment * Consistently provides a sales experience that enhances the member's affinity to the AAA brand and results in greater member satisfaction and loyalty * Proactively solicits new insurance sales by handling inbound calls, performing outbound calls, working marketing lists, and cross-selling/up-selling new and existing members What you will need: * High school diploma/GED required; ability to acquire active and unrestricted state-issued licenses within thirty (30) calendar days of hire. * Excellent multitasking and computer skills; proficiency in written and verbal communication * A quiet, dedicated workspace that is free of distraction * You must have the ability to directly connect to ISP via Ethernet (No DSL, Satellite, Hot Spots, etc). Modem/Router must be in the same room as the computer equipment. Minimum 25 mbps download and minimum 5 mbps upload. * Schedule flexibility - our Call Center is open 8 AM - 10 PM (M-F) & 8 AM - 8 PM (weekends); also open on holidays * Successful completion of criminal, education, and employment background screen What we offer: * Paid time off resulting in 17 days within your first year * 24 hours of Paid Volunteer Time annually * Medical, Dental, Vision, Life Insurance, Tuition Reimbursement, a wellness program and more * 401(K) saving plan with company match up to 6% #IA * $21.64 guaranteed hourly rate plus monthly bonus potential. This role is subject to an incentive plan
    $37k-71k yearly est. 30d ago
  • Supervision Securities Manager - (Work from Home)

    Transamerica 4.1company rating

    Remote Job

    Job Family Regulatory Compliance 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 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. Summary Lead and manage the activities of a team of sales supervision principals responsible for conducting suitability/best interest review of securities business, and provide compliance oversight of registered representatives. Responsibilities Lead and mentor team of sales supervision principals responsible for the review and approval of securities business; provide direction and training; ensure service level agreements and key performance indicators are met. Oversee the development and implementation of departmental desktop procedures and written supervisory procedures; maintain and provide updates as needed. Provide guidance and training to the business review team. Act as a member of the Escalation Committee for business review cases considered outside of firm guidelines; develop reporting and track escalated cases; provide guidance as needed during escalated reviews. Partner with key business partners to maintain an effective supervisory structure and identify opportunities for improvement; participate in cross-department or project meetings as needed. Responsible for the engagement and management of key supervisory tools and platforms used as part of business submission and review process (e.g., RightBRIDGE). Conduct quality control reviews of approved business review cases. Participate in the review and approval of prospective new products prior to distribution to clients. Provide compliance training and guidance to field representatives; develop field-facing training content as needed. Track quality reports, analyze trends, identify issues and provide potential solutions. Investigate regulatory violations, sales practice improprieties, or other policy violations related to business review; provide recommendations to address and resolve issues. Assist with responses related to regulatory audits. Qualifications Bachelor's degree in finance or a business field, or equivalent experience Considerable securities industry related experience, suitability/best interest review experience, investment sales supervision, or similar work (typically eight or more years) FINRA Series 7, 24, 66 (or 63 and 65), 51 (or 53) Thorough knowledge of securities and insurance products, FINRA, SEC, and DOL regulations Experience managing people and leading change initiatives Ability to analyze complex issues and recommend solutions Strong written and verbal communication skills Excellent attention to detail Proficiency in MS Office (Word, Excel) *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.** The salary for this position generally ranges between $82,000 -$105,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus of 15% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. 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 College Coach 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
    $82k-105k yearly 60d+ ago
  • Regional Vice President Annuities (Austin/San Antonio)

    Transamerica 4.1company rating

    Remote Job

    Job Family Regional / Field Sales 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 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. Summary Responsible for the distribution of Transamerica products for all channels in a defined territory. Responsibilities Develop new business and maintain existing business relationships by conducting in-person sales meetings. Provide advisers with up-to-date information on Transamerica products and business building ideas. Reach out to prospective advisers within market to grow Transamerica's sales and market share. Manage business in partnership with Internal Wholesaler. Allocate resources provided by Transamerica Capital, Inc. Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required. Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures. Stay current on Transamerica products. Qualifications Bachelor's degree in a business field or equivalent experience Five years of sales experience in the financial services industry FINRA Series 6 or 7, and 63 Outstanding communication and presentation skills Excellent time management and organizational skills Ability to work as part of a team Proficient using technology Preferred Qualifications Master's degree External wholesaling of financial services products Working Conditions Work remote from home Extensive travel within defined territory to visit clients and prospects Compensation The salary for this position is generally $60,000K. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. Bonus Eligibility This position is also typically eligible for Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion. Commissions This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. 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 College Coach 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
    $48k-77k yearly est. 31d ago
  • Entry Level Financial Professional (Flexible and Remote)

    Transamerica 4.1company rating

    Remote or Portland, OR Job

    Join Transamerica (TFA), a respected Leader in Financial Services, and Transform Your Career Remotely This opportunity is custom-tailored for professionals seeking remote careers. Whether you're a stay-at-home professional or looking to enhance your resume with an additional income stream, this role offers an inclusive space. Furthermore, if you're enthusiastic about leadership and team building, you can commence building your team right from the start in this business. As you grow your team, you'll also have the opportunity to create a passive income stream, all supported by our comprehensive training program. Transamericas Time-Tested Reputation: Our expanding reach spans the entire continental United States, and we actively seek dedicated professionals to become licensed partners, serving the needs of our clients. Diverse Work Opportunities: Full Time Part Time Referral Partner (to accommodate your current commitments) Rest assured; these options are designed to seamlessly integrate with your current job. You can transition from Referral or Part-time roles to full-time, all while earning the same compensation as our full-time professionals. You'll collaborate with esteemed financial companies nationwide, and it's all 100% remote. Experience: While previous financial experience is not necessary, having skills like leadership, public speaking, customer service, sales, banking, accounting/software proficiency, or an entrepreneurial background can expedite your progress within the company. Opportunity Overview: Your key responsibilities include: Creating Financial Need Analysis (FNA) for Clients Empowering families, individuals, and business owners to attain financial advantages, including: Asset/Fund Protection Legacy Building Index Strategies Debt Management Services Offering a variety of Life Insurance options Providing an array of Annuities This role is 1099-based with a performance-based business model. Override income potential Passive income potential Flexible Work Schedule: Part Time: A flexible commitment of 10+ hours per week, accommodating your availability. All tasks are remote, with Zoom as our platform. You will be partnered with a "Field Trainer," an experienced professional who will guide you from the outset of your business until you're ready to independently manage and assist clients and potential partners. This includes prospecting clients and potential partners. Weekly training sessions to hone your business skills. Mandatory Qualifications: If you do not currently hold a Life & Health Insurance License, you should be open to studying for and successfully passing the required state exams. Rest assured, we offer comprehensive support to guide you through this process, ensuring your successful certification. Non-negotiable Requirements: Successful completion of a background check (No Felonies). Possession or the ability to obtain a U.S. Social Security Number. Reside in the United States Must be 18 years or older (Federal Requirement). Industry: Financial Services Join Transamerica (TFA) and embrace this remote opportunity to build your financial services business, foster professional growth, and contribute to securing the financial future of families. Join us today! Working Place: Portland, OR, United States Company : Entry Level Financial Professional (Flexible and Remote)
    $60k-86k yearly est. 60d+ ago
  • Client Development Manager

    Allied Solutions 4.6company rating

    Remote Job

    This position is critically important to the installation, retention, and growth of product revenue within Allied Solutions' financial institution clients. It accomplishes this by delivering effective Client Development support (Service, New Product Installations, Product Training, and Support) on key products and initiating and supporting the sale of products to targeted prospects within existing clients. Job Duties & Responsibilities 30% Identifying potential sales opportunities Expand the depth and breadth of offerings within the accounts 20% New product installations Ensures that product installations for assigned products happen quickly and smoothly 20% Service “First call for help” on POS and non-POS products after they have been implemented Follows consistent servicing standards and expectations Ensures that products and services are used in a compliant manner and that they are correctly administered 20% Basic Product Training and Support All products are effectively understood, sold and utilized 10% Account Management Other duties as assigned Qualifications Bachelor's degree preferred Previous experience with one or more of the following: Working within a financial institution, ideally in a lending capacity Cross-offering of insurance products related to a loan Presentation and/or training skills to financial institution staff Ability to work independently in a fast-paced environment and to organize one's own time and tasks Ability to interact with and motivate many different kinds of people Ability to problem-solve with people around complex product and service issues Previous experience with verbal and written presentations to groups of people Ability to obtain Life/Health/Credit and P&C licenses within 6 months Aptitude to understand multiple kinds of insurance products and services Ability to read and apply commonsense understanding to simple instructions, short correspondence, oral/written instructions and memos; previous experience with verbal and written presentation to groups of people Strong desire to provide fundamental product training to drive revenue on core POS products. Must be enthusiastic and energetic. Strong service focus required Attention to detail The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job. We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. To view our privacy statement click here To view our terms and conditions click here
    $61k-81k yearly est. 12d ago
  • Road Service Specialist

    AAA Northern California, Nevada and Utah Insurance Exchange 4.1company rating

    Remote or Phoenix, AZ Job

    Why Work For Us? * Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position * 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period * Benefits - Medical, Dental, Vision, wellness program and more! * Paid Holidays * Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. * Collaborative Environment - AAA will value your contribution to providing exceptional service to our members * Free AAA Classic Membership * AAA Product Discounts * Tuition Reimbursement Program . MUST LIVE IN UTAH OR ARIZONA At AAA, our purpose is to serve our Members. Whether on the front lines or behind the scenes, everyone in our Emergency Road Services group is instrumental in creating outstanding Member experiences. One of the most important ways in which we do that is by helping Members in their greatest time of need, when they are stranded on the side of the road. Being a Road Service Specialist is rewarding and meaningful but takes great willpower, hard work, and emotional strength. Essential Functions: * Enjoy a fast paced environment: Handle inbound calls from Members, Vendors, Fleets, and others while coordinating service vehicles * Be skilled at using multiple applications simultaneously and navigation tools like Google maps * Deliver extraordinary customer service to our Members and work with Vendors and Fleets to ensure the service request is processed timely and efficiently * Demonstrate empathy, problem solving, and listening skills to assess Member safety and be able to provide clear and proficient verbal and written communication * Be reliable to work a schedule that may include weekends/holidays and adhere to your assigned work schedule * Process Member/Vendor payments following company policy and procedures * Enjoy working from home and have a dedicated work space free of distractions/noise that includes a desk, chair, etc, along with the ability to hardwire your internet connection What We Offer: * Great Pay - $23.16/hour * Fluency in Spanish is a plus and you may be eligible to earn a pay differential * Work from Home - We provide you with a computer, monitor, headset, and Members to rescue. * Schedule - We are open 24/7 (including weekends and holidays) and offer several schedule options. * Training - You will receive virtual paid training that will set you up for success. * Paid Time Off - Accrue 5.2 hours of Paid Time Off every pay period during your first 12 months - that's 17 days in your first year! * Volunteer Time - We know Heroes like to give back to their communities; we grant 24 hours of Paid Volunteer Time every year! * Benefits - For eligible Team Members, Medical, Dental, Vision, Life Insurance, Tuition Reimbursement, Employee Assistance Program and more! * 401K - Dollar for dollar company match up to 6% of employee contributions. * Annual Incentive Plan - Eligibility to participate in our AAA annual bonus plan. Work Environment/Physical Requirements: * Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer. Please note that you will be asked to complete a candidate assessment following your application, via email. Your application will not be considered until the assessment has been completed. #NIC_RX * $23.16 hourly starting pay
    $31k-42k yearly est. 32d ago
  • Insurance Sales Agent - Remote

    AAA Northern California, Nevada and Utah Insurance Exchange 4.1company rating

    Remote or Clearfield, UT Job

    Why Work For Us? * Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position * 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period * Benefits - Medical, Dental, Vision, wellness program and more! * Paid Holidays * Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. * Collaborative Environment - AAA will value your contribution to providing exceptional service to our members * Free AAA Classic Membership * AAA Product Discounts * Tuition Reimbursement Program . CANDIDATE MUST LIVE IN UTAH OR ARIZONA We are looking for motivated individuals to represent and sell AAA membership and insurance products. We welcome dedicated professionals with ambition, initiative, and winning attitude and offer them licensing training as well as career-building opportunities. Insurance Sales Agent: Starting Pay: $21.64 guaranteed hourly rate plus monthly bonus potential (bonus plan is reviewed during interview). Full Time - 40 hours a week Shifts: Shifts start as early as 8 AM and end as late as 10 PM. We are open 7 days a week, so shifts may include working weekends. You will pick your shift at the time you are offered the position. Training Info: Training is paid. Training hours are 9 AM - 6 PM (MDT), Monday - Friday for 6-8 weeks. Our motivated sales agents have uncapped earning potential selling Property & Casualty insurance to our members. With AAA's strong reputation behind them, our representatives can take pride in knowing they are selling quality products to our members, ensuring they are covered for life's unexpected events. What could be better than helping someone prepare for life's unexpected curve balls? What you will do: * Use sales techniques to proactively offer valuable AAA products and services and generate new sales to prospective and current members * Conducts an insurance review to identify a range of suitable products; uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quite, bind, and issue policies * Exceed member expectations in a structured, goal-oriented sales environment * Consistently provides a sales experience that enhances the member's affinity to the AAA brand and results in greater member satisfaction and loyalty * Proactively solicits new insurance sales by handling inbound calls, performing outbound calls, working marketing lists, and cross-selling/up-selling new and existing members What you will need: * High school diploma/GED required; ability to acquire active and unrestricted state-issued licenses within thirty (30) calendar days of hire. * Excellent multitasking and computer skills; proficiency in written and verbal communication * A quiet, dedicated workspace that is free of distraction * You must have the ability to directly connect to ISP via Ethernet (No DSL, Satellite, Hot Spots, etc). Modem/Router must be in the same room as the computer equipment. Minimum 25 mbps download and minimum 5 mbps upload. * Schedule flexibility - our Call Center is open 8 AM - 10 PM (M-F) & 8 AM - 8 PM (weekends); also open on holidays * Successful completion of criminal, education, and employment background screen What we offer: * Paid time off resulting in 17 days within your first year * 24 hours of Paid Volunteer Time annually * Medical, Dental, Vision, Life Insurance, Tuition Reimbursement, a wellness program and more * 401(K) saving plan with company match up to 6% #MOR * $21.64 guaranteed hourly rate plus monthly bonus potential. This role is subject to an incentive plan
    $27k-41k yearly est. 30d ago
  • Regional Mgr - Branch Supervision

    Transamerica 4.1company rating

    Remote Job

    Job Family Regulatory Compliance 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 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. Summary Provide supervision over the securities activities of Branch Office Supervisors and Registered Representatives in an assigned region. Job Description Responsibilities Provide direct supervision of Branch Office Supervisors and Registered Representatives for broker dealer and investment advisory functions; provide supervision, guidance, advice, and training. Maintain files required by the WSPs to be maintained at the branch location for each Branch Office Supervisor and Registered Representatives. Assist in the creation of new branch offices and the development of existing offices. Participate in regulatory examinations within the assigned region. Review and accept or deny requests for non-registered locations. Monitor the activities of Branch Office Supervisors, Registered Representatives and NRLs within the region in accordance with the Firm's written supervisory procedures. Monitor the performance of Branch Office Supervisors to ensure they are able to properly supervise the number of Registered Representatives assigned to them. Designate, reviews and remove Branch Office Supervisor status as needed. Makes decisions for acceptance or denial of new applicants and, when necessary, for the suspension or termination of Branch Office Supervisors and Registered Representatives. Visit branch offices periodically to review and monitor for adherence to company policies and procedures. Review annual audit report and implement procedural changes to ensure that identified deficiencies are not repeated. Reviews written correspondence and communications with the public in accordance with company policies as needed. Review and approve, or deny, outside business activities and private securities transactions requested by Branch Office Supervisors and Registered Representatives. Perform final review and acceptance of Form U4s for applicants, including interviews with the sponsoring Branch Office Supervisor and/or applicant, and/or requests for additional supporting documentation. Approve/recommend Heightened Supervisory Agreement (HSA), or refer to Special Review Committee. Implement, monitor, and dissolve HSAs within the region. Review and accept, or deny, requests from Branch Office Supervisors for assignments or reassignments of Registered Representatives. Monitor Registered Representatives compliance with Firm and regulatory continuing education requirements. Review and monitor Branch Office Supervisor and Field Representative completion and compliance with the Firm's annual compliance meeting and Firm element requirements Review and monitor Branch Office Supervisor and Field Representative emails to ensure compliance with Firm policies. Handle calls and inquires during regions office hours to ensure inquiries are resolved satisfactorily, including incoming calls on the RBM call line. Refer to and provide input to the Compliance Division on regulatory violations, sales practice improprieties, or actual or potential violations of Firm policies and/or regulatory requirements as needed. Periodically attend public events conducted by TFA Field Representatives to ensure compliance with Firm policies. Create, facilitate and promote Firm training programs as deemed necessary by management. Perform additional supervisory and compliance functions as needed. Qualifications Bachelor's degree in a business-related field or equivalent experience Five years of securities industry related experience FINRA Series 6 and 26 (and obtain 7 and 24 licenses within one year) In-depth knowledge of compliance, suitability issues, securities products, and FINRA regulations Strong written/oral communication and interpersonal skills Facilitation and training experience Organizational skills and the ability to prioritize multiple priorities Proficiency using MS Office projects Preferred Qualifications FINRA Series 24, 65/66, 53/51 Working Conditions Work remote from home Moderate Travel (up to 25%) Evening/weekend hours as needed *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.** The salary for this position generally ranges between $65,000 - $80,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus of 12.5% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. 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 College Coach 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
    $65k-80k yearly 23d ago
  • Retirement Plan Specialist, Education Rep (Work from Home)

    Transamerica 4.1company rating

    Remote Job

    Job Family Internal Sales 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 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. Summary Educate customers on retirement product solutions and arrange for meetings with plan specialists or advisors to further evaluate customer objectives and make best interest recommendations. Job Description Responsibilities Provide general product information to customers making inquiries via phone, email, video, chat, etc. Determine customer interests and facilitate meetings with plan specialists or advisors. Promptly address requests to ensure a good customer experience. Learn all products and features, including applicable regulations, for an assigned specialty area. Document activities in Salesforce.com and other systems as required. Provide operational and administrative support to the Advice Center sales team. Qualifications Bachelor's degree in a business related field or equivalent experience FINRA Series 6 or 7, and 63 (required to be approved to do business in all states) One year of experience in the financial services industry Basic knowledge of financial products Customer service, interpersonal and listening skills to effectively communicate and earn trust Excellent written and oral communication and presentation skills Proficiency using MS Office Preferred Qualifications Life license Knowledge of CRM (Salesforce.com) Working Conditions Office or hybrid office/remote environment 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.** Total Compensation for this role is estimated to be $61,000 - $68,000. The base salary for this position generally ranges between $41,000-$45,000. Commissions: This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies. 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 College Coach 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
    $61k-68k yearly 60d+ ago
  • Advice Center Sales Manager (Work from Home)

    Transamerica 4.1company rating

    Remote Job

    Job Family Business Development / Direct Sales 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 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. Summary Responsible for managing a team who sell financial products and services (annuities, mutual funds, retirement accounts, brokerage, cash accounts, fee based accounts and advice, etc.) to achieve individual and team objectives. Work with team to increase percent of client assets held, and increase client satisfaction and retention. Job Description Responsibilities Manage a team of Retirement Plan Specialists and Financial Advisors, including recruitment, performance management, and coaching. Establish and drive individual and team goals based on department objectives based on company objectives and goals. Exhibit a high degree of energy and influence to ensure individual and team goal achievement through motivation, coaching, demonstrate-observe-confirm, teaching, etc. Provide professional, comprehensive financial and retirement planning advice and guidance to clients. Recommend and sell distributed products and services to clients. Use consultative and persuasive sales skills to uncover client needs & increase number of accounts and assets under management. Engage clients through inbound calls and follow-up outbound calls, e-mail and other approved media. Meet all documentation, disclosure and regulatory requirements. Participate and support development of training and professional development workshops to increase product and industry expertise. Ensure high client service and satisfaction standards are met. Maintain required licenses and securities registrations via timely renewals and completion of required Continuing Education credits. Effectively handle multiple projects while meeting related deadlines. P & L responsibility for team. Setting sales goals, capacity planning and achieving budget Qualifications Bachelor's degree in finance or business, or equivalent industry experience Two years of sales/marketing experience in the financial services/insurance industry Five years of comprehensive experience as a financial planner or advisor FINRA Series 6 and 63 or higher (required to be approved to conduct business in all states) FINRA Series 26 and 65/66, or obtain within six months (required to be approved to conduct business in all states) Resident state Life, Accident and Health license, or obtain within 90 days Outstanding communication skills to present information to a wide variety of audiences Interpersonal and relationship building skills to promote services and motivate staff Analytical and problem-solving skills to analyze trends and resolve customer issues Proficiency using MS Office (Word, PowerPoint, Excel) Preferred Qualifications CRPC, CFP, CLU, ChFC, or other professional designation Supervisory experience of a sales team Strong knowledge of retirement and financial planning concepts, ability to probe to uncover client needs and present effective strategies over the phone Experience hosting webinars and GoTo Meeting events Working Conditions Remote environment If located near a Transamerica core location, two-day per week in-office minimum for team meetings, trainings, and other related duties. (Denver, Co; St Pete, FL; Cedar Rapids, IA; St Paul, MN) Moderate travel (10 - 25%) for site visits and meetings with internal partners 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.** Total Compensation for this role is estimated to be $95,000 - $110,000 per year. The Salary for this position generally ranges between $ 85,000 - $ 95,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. 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 College Coach 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
    $95k-110k yearly 1d ago

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