Transamerica

• Educate and empower Transamerica Financial Advisors (TFA) financial professionals with tools and resources that increase productivity and help clients with their wealth management business. • Provide product, platform, and services information to TFA financial professionals in response to inquiries via inbound phone calls, email, video, chat, etc. • Promote key TFA products and platforms designed to help serve client needs. • Identify opportunities to increase TFA production and work closely with the home office and field leadership to implement training and sales support resources. • Act as an expert coach on formation/positioning assistance requested at point-of-sale. • Lead one-on-one and group meetings to develop and foster positive relationships, and ensure high quality, profitable business results. • Maintain close working relationships with product providers to leverage their resources. • Provide training and troubleshooting during the sales process (e.g., licensing, new business submissions, sales concepts, etc.) • Drive increased sales growth from new financial professionals through on-going sales support and encouragement. • Provide orientation and training on TFA products, systems, websites and other sales tools. • Provide financial professionals and advisors with up-to-date product enhancements and sales knowledge. • Recommend and initiate improvements to processes and procedures.

• Support business processing on the Fidelity National Financial Services (NFS) Wealthscape platform • Provide guidance and training to financial professionals on platforms/technologies, processes, compliance, best practices, etc. • As a member of the Call Center, respond to requests for trading, account maintenance, order entry, platform navigation, cashiering functions, opening and closing accounts, etc. • Provide support and guidance for the Wealthscape platforms. • Produce reports from Wealthscape and Avaya required for TFA to oversee service and processing metrics, and identify areas for optimization. • Partner with NFS Middle Office on account management services. • Identify and develop operational impact metrics, including collecting, analyzing, and reporting. • Keep up to date on rules and regulations governing firm procedures. • Identify and develop operational service improvements.

• Design and implement marketing campaign strategies to promote the sale of company products and services in [annuities, life insurance, mutual funds, employee benefits, retirement]. • Drive engagement with financial professionals through product marketing, brand affinity, and the launch of new products/solutions. • Partner with Marketing Director to create strategic campaign plans, establish customer goals, and define key performance metrics. • Lead staff in the design, build, and implementation of multiple complex and concurrent campaigns. • Review addressable market to define target audiences and create programs that drive engagement relevant to the audience. • Track and evaluate program effectiveness using qualitative and quantitative methods. • Ensure adherence to established processes and workflows related to end-to-end campaign strategy, creative execution, optimizing for performance, and troubleshooting; define new processes and workflows as needed. • Collaborate with cross-functional leaders to ensure delivery of superior customer service and operational excellence. • Serve as internal escalation point for campaign related issues.

• 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.

• 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 ($2,500,000-$5,000,000) through all tables and all ages. • Can evaluate up to $7,500,000. • Proven competency at all job tasks and expectations of Underwriter, Intermediate Underwriter and Senior Underwriter. • Demonstrated leadership skills within team and underwriting department. • Shows solid tactical planning and execution of underwriting objectives, both individually and team oriented. • Shows ability to make complex decisions on cases and to be comfortable with them and able to defend them. • Shows traits of continuous learning within the Underwriting profession. • Mentor and provide consultative services to subordinates. • Continually looks for ways to improve upon processes. • Solid Lean knowledge, able to demonstrate business results of efforts. • Asks value-added questions for clarification, focused decision making and customer success.

Manage actuarial functions for product lines, ensuring compliance with regulations, evaluating profitability, and providing guidance on pricing and modeling methodologies while leading a team and presenting findings to management.

• Manage a team of external sales professionals in a defined geographic region. • Ensure productivity and sales goals are met; manage to a specific budget. • Recruit, hire and develop sales professionals for an assigned region. • Maintain insight into competition and industry at large; provide expert opinion to other groups within the organization. • Travel regularly with RVPs and provide coaching to better implement sales strategies to maximize regional sales. • Provide sales assistance to the team as needed. • Adhere to, and ensure adherence to, industry, regulatory authority, and other codes of conduct.

• Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products. • Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members for complex issues and situations. • Locate/research information using multiple systems/technologies. • Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues. • Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner. • Learn and maintain a proficient understanding of products, procedures, and systems. • Achieve department metrics and expectations. • Participate in a team based environment to achieve department goals.

Title: Intermediate Accounting Specialist - Part Time (5pm - 10pm Central) Location: Work From Home United States Part time Job Description: Job Family Financial Accounting & Reporting About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Job Description Summary Under general supervision, performs a variety of bookkeeping functions. Responsibilities - Perform nightly fund pricing/valuation activities - Research and resolves variances. - Creates, Modifies or maintain spreadsheets. - Identifies where information is located and compiles back-up or research information for analysis by others. - Enters information into computer system(s) and reviews for completeness and accuracy. - Resolves some non-routine problems and questions; understands when to bring issues to a higher authority. - Completes miscellaneous tasks and projects as assigned. Qualifications - Associates degree or equivalent work experience. - Minimum of 1-3 years of experience. - Accounting principles required Preferred Qualifications - Skills Advantage Work Ready Certificate - Ability to meet deadlines, work effectively individually or with a team. - Ability to effectively communicate orally and in writing, customer service approach. - Effective organizational and prioritization skills - Detail-oriented, accurate; ability to easily move from one computer system to another. Working Conditions - Hours: Monday - Friday 5:00 PM-10:00 PM Central with required flex time until work is completed - Role includes post market close responsibilities from 5:00pm to 10:00pm CST, with the expectation of flexibility to remain until work is completed. The Salary for this position generally ranges between $18.50 - $24.50 per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) 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 - 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.

• Prospect for new clients within and assigned territory to achieve sales goals. • Develop a network of advisors, consultants, and other third party intermediaries focused on the retirement industry. • Develop plan sponsor relationships through direct meetings with key contacts. • Participate in proactive marketing campaigns. • Manage a territory of target prospects.