Registered Call Center Rep (Annuities)
Job Family
Customer Service
Who We Are
Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.
S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today.
We help people prepare by providing solutions that consider the whole picture.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development;
Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).
Job Description Summary
As the point of contact and voice of the company for Transamerica financial professionals, this role is responsible for providing accurate and complete information to financial professionals regarding variable annuity investment products.
Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.
Job Description
Responsibilities :
Use exceptional customer service and interpersonal skills to answer inquiries regarding annuity investment products.
Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; collaborate with more knowledgeable team members to resolve complex issues and situations.
Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.
Locate / research information using multiple systems / technologies.
Learn and maintain a proficient understanding of variable annuity products, processes, and systems.
Achieve department metrics and expectations.
Participate in a team-based environment to achieve department goals.
Qualifications :
Associate degree in a business field or equivalent experience
Experience in the financial services industry, or one year of call center or customer service experience
FINRA Series 6 (or obtain within 120 days of hire)
Ability to effectively communicate with financial professionals in a professional manner, orally and in writing
Ability to work independently, and as part of a team
Problem solving and analytical skills
Proficiency using MS Office tools
Preferred Qualifications :
Strong preference for prior Transamerica experience and / or knowledge of Transamerica Operations
Knowledge of annuity investment products
Working Conditions :
The Company will determine if a position will be designated as Hybrid or Remote.
Your working location designation is Hybrid. Hybrid means that you will report to the Company office location 3 days per week.
When not working in a Company office location, you will be expected to work from your home or other approved workspace in the U.
S. OR, Your working location designation is Remote. Remote means that you will not be expected to work from a Company office location on a routine basis.
When not working in a Company office location, you will be expected to work from your home or other approved workspace in the U.S.
May work varied shifts
Please note that the compensation information that follows is a good faith estimate for this position only and is providedpursuant 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 $36,000 - $63,000annually. 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 job description 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
Peer Recognition Program (BRAVO)
Inclusion & Diversity
Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued.
Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s 100 Best Companies list.
In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors 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 and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.
Giving Back
Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994.
Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.
Transamerica’s Parent Company
acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century.
Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management.
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.
Websites
Management Team
Finance manager
Job Family
Finance - General
Who We Are
Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.
S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today.
We help people prepare by providing solutions that consider the whole picture.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development;
Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).
Job Description Summary
Actively contribute to and lead Risk Based Capital reporting team for Transamerica, with responsibility for regulatory reporting, quarterly estimates, forecasting and budgeting.
Job Description
Responsibilities :
Manage activities of assigned team including supervisors and / or individual contributors.
Adapt department plans to address resource and operational challenges. Operates mostly within their own function, but participates in cross-functional initiatives.
Hold one-on-one meetings with employees on performance and career development.
Gather information and handle tactical and strategicquestions.
Review, design and implement process and control improvements in area of expertise.
Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.
Qualifications :
Bachelor’s degree in accounting or finance, or equivalent experience
Eight years of accounting / finance experience including three years of supervisory / management experience
Strong people management skills
Ability to effectively communicate, orally and in writing, to diverse audiences
Organizational and prioritization skills
Advanced computer skills in MS Office, Excel and financial business systems.
Preferred Qualifications :
Knowledge of Risk Based Capital and Insurance Products.
Working Conditions :
Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.
Please note that the compensation information that follows is a good faith estimate for this position only and is providedpursuant to applicable pay transparency and compensation posting laws.
The Salary for this position generally ranges between $104,000-$138,000 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.
LI-REMOTE
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
Peer Recognition Program (BRAVO)
Inclusion & Diversity
Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued.
Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s 100 Best Companies list.
In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors 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 and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.
Giving Back
Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994.
Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.
Transamerica’s Parent Company
acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century.
Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management.
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.
Websites
Management Team
Finance manager
Job Family
Finance - General
Who We Are
Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.
S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today.
We help people prepare by providing solutions that consider the whole picture.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development;
Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).
Job Description Summary
Provide finance / accounting services to the organization in a management capacity.
Job Description
Responsibilities :
Oversight of Statutory reporting for investments, including :
Quarterly investment schedules and disclosures
Annual audits
Interest maintenance reserve (IMR) and asset valuation reserve (AVR)
Implementation of relevant new accounting / disclosure guidance
Identify potential accounting issues / errors and escalate appropriately.
Review, design and implement process and control improvements in area of expertise.
Manage activities of assigned team including supervisors and / or individual contributors.
Adapt department plans to address resource and operational challenges. Operates mostly within their own function but participates in cross-functional initiatives.
Understand and communicate directives from senior management.
Hold one-on-one meetings with employees on performance and career development.
Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.
Qualifications :
Bachelor’s degree in accounting or finance, or equivalent experience.
Eight years of accounting / finance experience including three years of supervisory / management experience.
Strong people management skills.
Ability to effectively communicate, orally and in writing, to diverse audiences.
Organizational and prioritization skills
Advanced computer skills in MS Office, Excel, and financial business systems
Preferred Qualifications :
Knowledge of investments.
Experience with Statutory reporting and disclosure requirements.
Familiarity with Clearwater Analytics investment accounting & reporting system
Working Conditions :
Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.
Please note that the compensation information that follows is a good faith estimate for this position only and is providedpursuant 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 $104,000-$124,000 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.
LI-REMOTE
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
Peer Recognition Program (BRAVO)
Inclusion & Diversity
Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued.
Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s 100 Best Companies list.
In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors 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 and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.
Giving Back
Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994.
Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.
Transamerica’s Parent Company
acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century.
Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management.
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.
Websites
Management Team