Transamerica
California

Senior Client Executive

Remote$80,000 - $105,000/yrPosted Jul 8, 2026

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Job details

Location
California
Work type
Remote
Compensation
$80,000 - $105,000/yr
Posted
Jul 8, 2026
Apply on
transamerica.wd5.myworkdayjobs.com

About this role

Bachelor's degree or equivalent,5 years retirement-industry experience,FINRA Series 6 and 63 and life insurance license (or obtain within six months),ERISA expertise,proficiency with Microsoft Word/Excel/PowerPoint.

What you'll do at Transamerica:

  • conducting reviews
  • resolving issues
  • consulting clients

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About Transamerica

Transamerica
California