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American Equity Jobs

- 35 Jobs
  • Graphic Designer

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: The Graphic Designer, Financial Services conceptualizes, designs, and delivers high-quality, multi-channel marketing materials that align with our brand and business objectives. In this role, collaboration with marketing professionals and cross-functional teams is essential to create compelling designs that resonate with target audiences and drive business results. Position sits in West Des Moines and will work an onsite hybrid schedule ESSENTIAL DUTIES AND RESPONSIBILITIES: Creative Design & Production * Conceptualize, develop, design, and produce multi-channel communications, including digital, print, social, and web marketing collateral. * Ensure all creative work aligns with brand standards, marketing objectives, and project specifications. * Maintain expert knowledge of brand guidelines and implement them consistently across channels. * Stay informed on the latest design trends, technologies, and industry best practices to continuously improve creative output. * Manage multiple design projects simultaneously, track progress using a digital project workflow system, and meet deadlines in a fast-paced environment. * Develop production-ready files and manage technical troubleshooting for design issues. * Maintain and organize a comprehensive design asset library and digital records. * Performs other related duties as assigned. Collaboration * Partner with marketing team and other internal stakeholders to assure scheduled work is able to be completed in a timely and complete manner. * Work closely with cross-functional teams to translate complex product messaging into engaging visuals and experiences. Continuous Learning * Maintains a strong understanding of American Equity and Eagle products and target audiences. * Expand technical knowledge by attending workshops, reviewing professional publications, and exploring new tools. SUPERVISORY RESPONSIBILITIES: None required for this position. EDUCATION AND/OR EXPERIENCE: * Bachelor's degree (B.A.) in Graphic Design, or Visual Communications, or an equivalent combination of education and experience. * 4-6 years of professional design experience, preferably in marketing or a related industry. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS: None required for this position. KNOWLEDGE, SKILLS AND ABILITIES: Design Expertise: * Proven ability to develop integrated content and digital journeys for websites, social media, online advertising, and email campaigns. * Experience creating templates for print, web, and email. * Strong creative vision grounded in a focus on business objectives. Technical Skills: * Expertise in Adobe Creative Suite (Photoshop, Illustrator, InDesign) and Microsoft Office Suite. * Experience with digital tools such as Figma, Sketch, Miro, and Workfront preferred. * A working knowledge of HTML, After Effects, and Premiere Pro is a plus. Soft Skills: * Excellent communication and interpersonal skills, with the ability to collaborate effectively in a team environment. * High attention to detail and a commitment to producing top-quality work. * Ability to adapt to changes, multi-task, and work efficiently. Preferred Skills * Experience managing digital asset libraries. * Knowledge of marketing automation platforms like Marketing Cloud or similar tools. * Familiarity with digital workflow systems (e.g., Asana, Monday, Workfront). Software Skill Level Required: Basic Intermediate Expert After Effects Word InDesign Premiere Pro Sketch Photoshop Bridge Miro Acrobat HTML Outlook Illustrator Excel Figma PowerPoint Asana, WorkFront Marketing Cloud DAM/CMS Google Fonts #LI-PL1 ____ This description covers the major purpose and essential functions of the job. It is not intended to give all the details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related work requested by their manager. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities. For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $40k-55k yearly est. 9d ago
  • Service Specialist III, Agency

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: The Service Specialist III is responsible for executing level III operational tasks which includes pre and post issue processing of assigned products while providing exceptional customer service to external and internal customers and attending to and resolving inquiries and/or providing information for assigned area / products. The Service Specialist III may be responsible for handling more complex customer problems, working across departments to problem solve and find solutions, and mentoring and training new and existing employees on daily tasks and procedures. The Service Specialist III provides top level customer service standards across all areas of operations. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Responds to internal / external customer calls, emails and other forms of communications, resolving inquiries promptly, efficiently and professionally. * Communicates answers and solutions to customers verbally and/or in writing. * Research questions and/or issues to identify causes and solutions and/or to disseminate accurate information to customers. * Meets or exceeds department standards by adhering to minimum talk times and overall accuracy. * Remains available to answer calls when scheduled, uses appropriate aux codes when unavailable to take calls due to breaks, training, projects or lunch. * Assists other departments within operations depending on business needs. * Updates contracts promptly with notes so the most current information is readily available to all company personnel. * Evaluates operational activities, identifies potential risk exposures and assesses compensating controls. * Ensures department procedures are updated, maintained, communicated and disseminated to team members. Trains team on all updates to procedures. * Assists in monitoring department phone coverage. * Reviews Daily/Weekly/Monthly departmental reports for proper handling. * Mentors new and existing employees on daily tasks. * Utilizes and navigates multiple computer systems, applications, and procedure tools to access and identify information. * Initiates and takes ownership in creating solutions, answering questions and finding information for internal and external customers. * Collaborates with teammates, internal and external customers in creating solutions for different customer issues and situations. * Discusses with manager and team on ideas / ways to improve efficiencies in department; collaborates and works with team, promoting a positive and professional work environment. * Regularly communicates status of pending work and promptly responds to manager emails requiring a response. * Learns and follows departmental procedures for each task. * Begins to train on specialized and senior level operational tasks per departmental guidelines. * Performs other duties as assigned. SUPERVISORY RESPONSIBILITIES: Direct Reports: 0 General Description of Indirect Reports (2 and 3 downs): 0 EDUCATION AND/OR EXPERIENCE: * High school diploma or general education degree (GED); plus, a minimum of 2 years of related experience in insurance and/or related products; or equivalent combination of education and experience. * Experience in a business environment. * Some experience and understanding of insurance and related products. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS: LOMA designation (such as FSRI ACS, or FMLI) or insurance license is preferred KNOWLEDGE, SKILLS AND ABILITIES: * Strong customer service orientation. * Effective verbal and written communication skills including the ability to effectively present information and respond to questions. * Mathematical skills and strong attention to detail. * Ability to work cooperatively and successfully with employees, customers, and other outside third parties. * Strong organizational and planning skills. * Proficient in the use of Microsoft Office Suite. * Ability to read and comprehend simple instructions, short correspondence and memos. * Ability to define problems, collect data, establish facts, and draw valid conclusions. * Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. * Ability to successfully handle pressure and meet deadlines in a fast-paced work environment. * Effective time management skills. * Ability to make reasonable, independent decisions with little instruction. * Ability to read, analyze and interprets general business periodicals, professional journals, technical procedures or governmental regulations. * Ability to actively listen to internal/external customers. * Willingness to learn. This description covers the major purpose and essential functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job related instructions and be required to perform other job related work requested by their manager. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities. For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $57k-84k yearly est. 7d ago
  • Reverse Mortgage Originator Development Program

    Mutual of Omaha Mortgage 4.7company rating

    Des Moines, IA Job

    This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program. Come join the winning team, with over 100 years of success and stability. We give you all the tools and training that you need to succeed in this rewarding career. We work with retirees to strategically improve the sustainability of their retirement income. You can expect the following: Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more Hourly market-based non-recoverable draw of $11.54 - $18.69 plus commission for the first 12 months while we help you grow your business Industry leading training from the nation's top sales leaders Brand recognition of a Fortune 300 organization founded in 1909 World-class sales, marketing, and operations support Revolutionary sales process for working with both consumers and professionals We encourage successful traditional mortgage loan originators to apply.
    $150k yearly 54d 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. 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
  • Lead Specialist, Financial Analysis- Capital FP&A

    Transamerica 4.1company rating

    Cedar Rapids, IA Job

    Job Family Finance - General 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 Serve as a key member of Transamerica's Capital Financial Planning and Analysis team, with responsibility for providing analysis and insight into capital generation results and “what-if” analysis for capital requirements. This position will be heavily involved in forecasting and budgeting, as well as addressing questions from key stakeholders. Responsibilities: Demonstrate technical expertise on capital and risked based capital reporting, functioning as a subject matter expert. Serve as a key contributor to development of management reporting and detailed analytical reporting. Utilize subject matter expertise to participate in large cross-functional projects. May lead cross-functional projects. Deliver a higher level of financial analysis understanding to aid in solving problems in unique ways. Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology. Create communications for complex messages to a variety of audiences at the strategic and operational levels. Qualifications: Bachelor's degree in accounting or finance, or equivalent experience Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry Expert knowledge of accounting/finance Analytical and problem solving skills Strategic thinker able to communicate on business/market and legislative issues at a macro level Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information Excellent written/oral communication and presentation skills to provide complex information to diverse audiences Advanced computer skills in MS Office, Excel and financial business systems Preferred Qualifications: Extensive knowledge of NAIC Risk Based Capital requirements, insurance products, management reporting, and analysis. Knowledge of statutory reporting requirements for US Life Insurance entities. Experience with Oracle ERP, including planning and forecasting Advanced Excel skills. Working Conditions: Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely. The Salary for this position generally ranges between $135,000 - $150,000 annually. 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. 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
    $135k-150k yearly 17d ago
  • Document Management Coordinator

    Transamerica 4.1company rating

    Cedar Rapids, IA Job

    Job Family Adm - Document 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 Process inbound and outbound mail, including sorting, postage, pick-up and delivery. Prep, scan, and index documents into the Automated Workflow Distribution system (AWD). Responsibilities Sort, deliver and pick up mail as scheduled throughout the building . Process incoming mail to include identification, research, keying and preparation for scanning. Process outgoing mail, including use of inserting, folding and postage meter equipment. Key customer/group policies and scan documents into AWD. Store documents and retrieve as needed. Handle returned mail. Data entry for document identification within AWD. Qualifications High School Diploma or related work experience Accurate data entry and 10-key skills Excellent attention to detail Basic understanding of MSOffice (Outlook, Word, Excel) Good interpersonal communication and customer service skills The ability to work in a fast-paced team environment Valid drivers license as applicable by work location Preferred Qualifications Working Conditions Ability to lift up to 40 lbs Stand/walk for extended periods Repetitive motions Operation of postage equipment 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
    $34k-43k yearly est. 7d ago
  • Senior Product Systems Analyst

    Transamerica 4.1company rating

    Cedar Rapids, IA Job

    Job Family IT - Business Analysis 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 Research, analyze, code, and test to successfully implement products in support of Company goals. Ensure coding and implementation of product files and calculations adheres to product design requirements and contract provisions. Provide support to other areas regarding product functionality and system capabilities. Responsibilities Conduct business process analysis and needs assessments in an effort to align IT solutions with business initiatives. Analyze product design documents for complex products to determine product coding requirements. Review contract documents to ensure system coding supports contract provisions.Collaborate with actuarial groups to understand complex product design concepts. Research system documentation, manipulate product file coding, and run “what-if” analysis to gain an understanding of current system functionality. Collaborate with various technical staff members to develop creative solutions to support complex product designs and understand current system functionality. Ensure resulting changes to the system environment do not adversely impact existing production processing. Code product files in various systems to adhere to product design and contract provisions. Independently research, troubleshoot, and resolve various types of production problems on multiple systems. Understand and manipulate complex product and actuarial concepts and formulas. Create spreadsheets with comprehensive, advanced formulas to help validate actuarial and product related calculations on the various systems. Develop or assist in the development of new calculations as needed. Troubleshoot product and calculation errors. Perform and/or assist with complex testing activities, including the definition of advanced test scenarios for new product functionality or changes to existing products. Test and manipulate policies to satisfy required testing considerations by performing in-depth future dated processing and validation to ensure proper system processing. Calculate expected results and validate system results for accuracy. Analyze results, research discrepancies between actual output and expected results, and determine solutions to correct discrepancies. Compose or assist with the composition of complex business and systems requirements for coding, product, and calculation modifications. Interpret complex business requirements, technical designs, and test plans. Maintain and continually enhance product and systems/ technical knowledge in order to understand how changes and opportunities in new technology or product designs impact systems or processes within the environment. Serve as a subject matter expert regarding advanced and diverse product functionality across multiple systems. Provide broad administrative, technical, and product support to other areas regarding product functionality and system capabilities with little or no guidance. Serve as a liaison to other departments to assist with transfer of product and system knowledge. Ensure assigned projects and tasks remain on schedule to meet implementation dates. Communicate progress and assist in resolving issues/conflicts. Ensure that projects and tasks are completed in a timely manner and with high quality to achieve implementation goals. Follow escalation process as needed to help resolve issues. Lead complex and diverse projects, facilitate project meetings and brainstorming sessions, and coordinate team deliverables to ensure successful completion of projects. Participate in systems conversions and strategic initiatives. Conversion responsibilities may include analysis and mapping of data from existing systems by summarizing and combining large amounts of data from different sources, balancing the data to ensure accurate data is converted into the system, and validating product functionality and calculations. Work independently with little or no supervision and use own judgment to make decisions regarding non-routine matters. May be required to provide cross-training to other team members. Create and/or update procedures and process flows to accurately reflect product tasks and processes. Maintain department standards regarding quality and support departmental goals. Maintain compliance with all standards, controls, policies and practices as an active participant in the Company's Information Privacy and Security Program. Perform other duties as assigned. Qualifications Bachelor's degree or equivalent education/experience, preferably in IT or a business area discipline (preferably in IT, actuarial, or a business area discipline). Minimum of 5 or more years of experience in business systems analysis. Two years of experience managing technical projects in a complex environment. Preferred Qualifications 2-4 years of industry experience also preferred. Strong mathematical skills. Excellent verbal and written communication skills. Attention to detail. Ability to manage and prioritize multiple projects. Extensive knowledge of mainframe and Microsoft Office applications. Customer service oriented. Takes initiative to complete tasks and achieve goals. Extensive understanding of company products. Understanding of relevant insurance regulations. Broad knowledge of systems methodology, quality assurance, and testing methodologies. Strong knowledge of product implementation processes. Ability to work in an ambiguous environment. Resourceful Working Conditions Normal office/Hybrid/Remote environment. Able to work in a team environment. Proficient personal computer skills including mainframes, PC's and networks. Compensation The Salary for this position generally ranges between $82,000 - $125,000 annually. 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. 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
    $82k-125k yearly 16d ago
  • Senior Internal Controls Manager

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. The Senior Internal Controls Manager is responsible for developing, monitoring and improving the Company's internal controls over financial reporting (SOX controls) and the NAIC Model Audit Rule (MAR), as well as non-SOX business controls. This includes partnering with the Head of Internal Controls in the design of controls as new processes/systems are implemented or existing processes are changed. The role has an intended focus on the Company's Information Technology control environment. The incumbent provides control expertise across the Company, working closely with key executives and internal audit to conduct assessment of internal controls, and serving as a primary point of contact with internal and external auditors in conducting control testing and coordinating efforts; including identifying deficiencies, and working with the appropriate business leaders to develop a plan for remediation and mitigation. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Leads the establishment and maintenance of controls (both SOX/MAR and non-SOX controls), with an emphasis on general IT and automated controls; evaluates the soundness, adequacy and effectiveness of key financial and operational controls; and provides risk and controls-based consultative support across the company. * Works independently with business representatives in the IT department, and other relevant departments across the organization, to ensure appropriate controls are in place and designed appropriately to manage IT-related risk. * Leads the development and enhancement of processes, systems, procedures, and controls with emphasis on reducing IT-related risk and minimizing liability while ensuring operational controls run efficiently and are effective. * Executes management's IT SOX risk assessment and scoping activities to ensure proper SOX system, IT dependency, and automated controls linkage for a sustainable internal control framework. * Assists business process owners/departments with documentation, as needed, and serves as key resource for process owners/departments on questions related to general IT and/or automated controls. * Conducts "pre-audit" reviews of key controls to ensure quality, adherence to standards and reduce the risk of control deficiencies. * Escalates deficiencies and leads proposed resolution plans and monitors progress against such plans. * Assists in development of strategies and tactics to drive efficiencies in testing by internal and external auditors. * Performs other related work as required. SUPERVISORY RESPONSIBILITIES: Direct Reports: None General Description of Indirect Reports (2 and 3-downs): None EDUCATION AND/OR EXPERIENCE: Bachelor's degree in Accounting and/or Finance, Management Information Systems (MIS), or related field of study; plus seven (7) years of internal controls or audit experience; or equivalent combination of education and/or experience. Experience in the annuity industry preferred, with particular emphasis general IT and automated controls. Experience in public accounting strongly preferred. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), and/or Certified Information System Auditor (CISA) designation preferred. KNOWLEDGE, SKILLS AND ABILITIES: * Comprehensive knowledge of IT auditing practices and procedures * Proficiency with risk types, methodologies and frameworks for evaluating or testing controls and assessing results, conducting research, and identifying control deficiencies * Strong project management, organizational, and interpersonal skills * Strong internal drive and motivation for continuous improvement * Proven to influence and work cooperatively and successfully with employees, customers, and other outside third parties * Capable of solving problems and dealing with a variety of concrete variables in situations where only limited standardization exists * Ability to handle pressure and meet deadlines in a fast-paced work environment * Commitment to accuracy and attention to detail * Excellent communication (oral, written and listening) skills For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $63k-84k yearly est. 49d ago
  • Managing Actuary, Transformation & Analytics

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: The Managing Actuary, Transformation & Analytics is responsible for assessing gaps in current controls, processes, and analytics within all corporate actuarial functions, and leading the design and execution of the transformation. As a senior leader of the Corporate Actuarial Team, this role will ensure that we strengthen our capabilities, enhance efficiency, and build a scalable framework to meet increasing business demands. This position is based in West Des Moines, IA and will work a hybrid, onsite schedule ESSENTIAL DUTIES AND RESPONSIBILITIES: * Conducts comprehensive review to identify gaps in current actuarial controls, processes, and analytics. * Recommends and implements targeted enhancements that align with best practices and regulatory standards, in close collaboration with model and process owners. * Automates and streamlines actuarial processes and tools to improve efficiency, accuracy, and consistency. * Reduces manual efforts and enhances the overall quality of modeling and reporting outputs. * Develops robust data analytics capabilities to support strategic decision-making. * Collaborates closely with BAU teams to ensure seamless integration and alignment. * Designs scalable processes that can handle increasing complexity and volume, accommodating growth in data, regulatory requirements, and stakeholder needs. * Ensures the team's infrastructure is flexible and equipped to meet evolving demands from internal and external customers. * Builds and leads an agile, high-performing team dedicated to actuarial transformation and analytics. * Fosters a culture of continuous improvement, innovation, and adaptability. * Retains key talents through continuous feedback and performance management, reward and recognition, corrective action and employee development * Serves as a voting member on both the Model Steering Committee and Assumption Approval Group SUPERVISORY RESPONSIBILITIES: Direct Reports: Approximately 2 to 3 actuaries, actuarial associates and analysts General Description of Indirect Reports (2 and 3-downs): None EDUCATION AND/OR EXPERIENCE: * Bachelor's degree in actuarial science, or related field of study; plus at least fifteen (15) years of progressively responsible related actuarial experience; or equivalent combination of education and/or experience. * At least 8 years of post-FSA experience in an actuarial leadership role is required. * At least 8 years of post-FSA experience in financial reporting, valuation, modeling, or risk management is required. * Prior experience utilizing MG-ALFA actuarial software is preferred. Will consider more years of experience in an alternative actuarial software. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS: * FSA, MAAA required. * CFA preferred. KNOWLEDGE, SKILLS AND ABILITIES: * Entrepreneurial with deep expertise and experience in annuity (re)insurance markets and exceptional ability to execute. * Exceptional analytical and critical thinking skills with a commercial and creative problem-solving mindset. * Exceptional communication skills with the ability to translate complex technical concepts/findings to actionable insights. * Exceptional ability to excel in a fast-paced work environment especially under tight timelines and ambiguity. * Passion for driving changes and strong ability to influence others supported by factual data and analytics * Expert knowledge of US GAAP and Statutory reporting in the United States. * Expert knowledge of financial reporting requirements outside the United States and accustomed to modeling fixed indexed annuities under various jurisdictions. * Strong knowledge of all laws, rules and regulations related to actuarial valuation in the annuities industry. * Mastery of actuarial valuation best practices, procedures and processes. * Exceptional knowledge and aptitude with actuarial software. * Exceptional statistical, mathematical, and hands-on programming skills. * Strong ability to read, analyze, and interpret technical journals, financial reports, and legal documents from regulatory agencies, and other members of the business community. * Exceptional ability to effectively present technical information to top management, public groups, and/or boards of directors. * Exceptional ability to comprehend and apply principles of advanced technical concepts and theory. * Exceptional ability to apply principles of logical thinking to a wide range of intellectual and practical problems. * Exceptional ability to define problems, collect data, establish facts and draw valid conclusions. * Exceptional ability to work collaboratively and successfully with employees, customers, reinsurers, vendors and other outside third parties. #LI-MK1 #hybrid For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $76k-105k yearly est. 60d+ ago
  • Reinsurance Technical Administrator

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: The Reinsurance Technical Administrator oversees and manages technical processes related to reinsurance and financial systems. The role ensures the efficient handling of reinsurance operations, develop strategies for derivatives and hedging, and contributes to the technical optimization of our systems. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Provides technical leadership and expertise in reinsurance operations, including contract administration, claims, and settlements. * Develops and manages hedging and derivatives strategies to support reinsurance objectives. * Maintains, enhances, and troubleshoots reinsurance and financial systems, ensuring seamless functionality. * Utilizes SQL extensively for database management, querying, and reporting. * Collaborates with cross-functional teams to align reinsurance and financial systems with organizational goals. * Participates in the design and enhancement of IT systems related to reinsurance, including COBOL-based systems. * Analyzes and improves existing technical processes to optimize efficiency and compliance. * Ensures adherence to industry regulations and best practices within the reinsurance and insurance domains. * Performs other related duties as assigned. SUPERVISORY RESPONSIBILITIES: Direct Reports: None Indirect Reports: None EDUCATION AND/OR EXPERIENCE: * Bachelor's degree is required. A Master's Degree is preferred, plus six (6) or more years of related experience. * Experience in leading/supporting project delivery and systems support * Experience in system migrations or enhancements related to reinsurance operations. * Experience with COBOL programming (preferred). CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS: None required for this position. KNOWLEDGE, SKILLS AND ABILITIES: * Knowledge of emerging technologies and trends in the insurance industry. * Strong knowledge of reinsurance concepts, including risk transfer mechanisms and treaty structures. * In-depth understanding of derivatives and hedging strategies within the insurance and financial sectors. * Advanced proficiency in SQL for database management, analysis, and reporting (required). * A minimum of three years of experience working in the insurance industry. * Strong organizational and planning skills. * Ability to effectively present information and respond to questions. * Ability to define problems, collect data, establish facts, and draw valid conclusions. * Ability to successfully handle pressure and meet deadlines in a fast-paced work environment. For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $31k-49k yearly est. 43d ago
  • Sr. Investment Accounting Analyst - STAT

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: The Sr Investment Accounting Analyst is responsible for performing accounting, reporting and analysis over the Fixed Income and equity securities investment portfolios of American Equity Investment Life Holding Company and its' affiliates and subsidiaries. The incumbent will participate in the monthly accounting close process and assist with the preparation and review of Statutory schedules and investment reporting. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Responsible for monthly and quarterly fixed maturity and equity securities accounting and reporting, including journal entry activity, reconciliations and Statutory disclosures and schedules. * Work closely with Company's third-party accounting service providers to ensure accounting and reporting of investments is performed accurately and timely. * Quarterly preparation of IMR and AVR calculations. * Enters RBC investment data into the RBC template quarterly and into WINGS for annual reporting. * Upload and create schedules in WINGS quarterly and annually for Blue Book reporting. Work with the Financial Reporting team to reconcile cross check errors. * Work effectively to provide necessary information, reports and analysis for internal/external auditors, internal controls and tax specialist. * Perform ad hoc reporting and other duties as assigned. SUPERVISORY RESPONSIBILITIES: None required for this position. EDUCATION AND/OR EXPERIENCE: * Bachelor's degree from a four-year credited college or university in accounting, finance or related field of study; plus five (5) years of progressively responsible related experience; or equivalent combination of education and/or experience. * Knowledge of monthly and annual NAIC rating process. * Prior experience and proficiency with Blackrock Aladdin Accounting system, WINGS, SAP and MS Excel preferred. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS: CPA desirable, but not required. KNOWLEDGE, SKILLS AND ABILITIES: * Knowledge of the investment industry, including financial data management and reporting. * Knowledge of applicable Statutory accounting rules and regulations. * Strong verbal and written communication skills. * Ability to successfully handle pressure and meet deadlines in a fast-paced work environment. * Ability to establish effective working relationships with internal and external parties at all levels. * Ability to define problems, collect data, establish facts, and draw valid conclusions. * Strong attention to numeric and other detail; ability to work with mathematical concepts and apply to practical situations. * Strong organizational and planning skills. * Strong systems aptitude. * Ability to identify process improvements that create efficiencies and improve work product. For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $66k-92k yearly est. 29d ago
  • Internal Wholesaler, Eagle Life

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: The Internal Wholesaler is responsible for developing, implementing and supporting Sales and Marketing strategies within established sales territory to promote and increase sales of Eagle Life (EL) annuity products. The incumbent manages sales territory in conjunction with external partner based on the requirements established by Eagle Life. Work requires independent judgment and discretion in managing targeted relationships with business partners and driving sales. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Partners with the External Wholesaler covering the same territory to identify and develop relationships with targeted Broker Dealer (BD) partners and Registered Representatives to successfully market and sell EL products. * In conjunction with Sales management and External Wholesaler, develops sales goals and marketing plans to grow sales, market share and increase visibility for EL. * Pursues and cultivates business relationships, partnerships, and alliances internally, externally, and virtually through various networks and organizations. * Conducts proactive telephone sales presentations to financial advisors highlighting the EL products and value proposition. Creates talking points and agendas to utilize along with key selling points. * Applies knowledge of each Advisor's practice and the firm to develop and provide optimal strategies. * Uses advisor and firm intelligence to pivot, cross-sell, and open new opportunities for Eagle strategies and products. * Identifies and executes opportunities to use Eagle strategies to help advisors and firms grow their business. * Maintains a thorough working knowledge of Eagle products, strategies, systems, processes, and technologies. * Applies product expertise to efficiently win and effectively execute opportunities. * Manages time and productivity, creates operating efficiencies, leverages existing systems. * Uses Eagle tools, systems, and processes to maximize efficiency and effectiveness. * Consistently expands the producer base by engaging both new producers and fallen angels. * Ensures consistent movement of opportunities through the sales process as measured by advisor commitments. * Effectively probes to uncover the business goals financial advisors have and interpret how we fit in; and what we can offer to drive sales and assets and build relationships with advisors through defined territory plan and established sales process. * Create plans for presenting EL products and offerings to support financial advisors in meeting their business needs, remaining flexible in discovering more about their business and where our products can support their needs and determine what is appropriate to offer. * Executes consistent follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork. * Navigates the organization to provide problem resolution assistance to financial advisors within the territory. This includes providing a high level of customer service and leveraging our resources to make recommendations and guide selection of final resolution. Communicates resolution to the financial advisors. * Generates ideas and helps create content of emails and messaging to financial advisors. * Actively stays current on investment strategies and trends in the financial industry. * Performs other related work as assigned. SUPERVISORY RESPONSIBILITIES: NA Direct Reports: None General Description of Indirect Reports (2 and 3-downs): None EDUCATION AND EXPERIENCE: * Bachelor's Degree (B.A.) from four-year college or university in marketing, business administration or related field of study; or equivalent related experience. * Prior sales support or customer service experience in a sales environment beneficial. * Financial services sales experience preferred. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS: N/A KNOWLEDGE, SKILLS AND ABILITIES: * Excellent presentation skills and public speaking skills. * Strong interpersonal and relationship building skills to allow for collaborative work effort. * Demonstrated success in developing and executing sales plans. * Knowledge of retirement products. * Ability to interact with all levels of internal and external resources, vendors as well as other departments. * Strong problem-solving abilities. * Professional maturity to effectively interface with financial advisors. * Strong organizational skills with ability to multi task and manage territory. * Strong customer service orientation. * Effective verbal and written communication skills. * Mathematical skills and strong attention to detail. * Proficient in the use of Microsoft Office Suite. * Ability to write reports, business correspondence, and procedure manuals. * Ability to effectively present information and respond to questions. * Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures. * Ability to define problems, collect data, establish facts, and draw valid conclusions. * Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. * Ability to successfully handle pressure and meet deadlines in a fast-paced work environment. * Requires ability to travel 5% of the time at most. * Ability to maintain valid driver's license. For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $50k-74k yearly est. 9d ago
  • Senior Network Engineer

    Transamerica 4.1company rating

    Cedar Rapids, IA Job

    Job Family IT - General 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 Global Technology Services (GTS) is Aegon's global IT partner that provides infrastructure services, information security and global/corporate application support for Aegon's businesses around the world. From 6 locations in the US, the Netherlands, UK, and Hungary, we support 20+ country units and 24000+ employees in the world. Our support consists of a wide range of centralized global IT services such as programming, database management, project management, agile/dev/ops, and more. We continue to maximize the value from having a clear digital and data technology platform strategy that extends our ecosystem, as an approach to digitization, enhancing customer experience, and improving operational efficiency. All of these teams work closely together to provide innovative and digital solutions as well as critical technology support. This is essential for enabling Aegon's businesses around the globe to be innovative, digital and competitive, efficient, and effective, and to provide the best solutions and customer experience for our customers and shareholders. Job Description The GTS Network Services team manages and maintains the Aegon Global Network. The Network Services team is responsible for network stability, deployment of new technologies, and system management. They provide 3rd level support of the Aegon Enterprise Network which includes delivery of services and working with other support teams to meet the enterprise business needs of our customers. This will include troubleshooting incidents, providing escalation support for Level 2 Operations and providing problem resolution. Included also are a varied level of support for the Global Wide Area Network, Metro Area Network and Local Area Network. Support of Firewalls, VPN technologies, Software Defined Network Technologies, Wireless networks. What You Will Do: Works from established procedures with limited instruction. Assist in the development and enhancement of procedures. Performs moderately difficult assignments, requiring a great deal of originality and problem solving. Working knowledge of project management concepts; able to run small projects. Complies with information security policies. Exhibits regular, reliable, punctual and predictable attendance. Perform in-depth analysis of packet captures and be able to present findings with recommendations for enhancements or corrections. Configure and Install network equipment on a large scale to support business needs. Work with 3rd party and vendor support teams to resolve Network issues. What You Will Need: Qualifications Enhanced level of diagnostic and troubleshooting skills, and the ability to excel under pressure. Capable written and verbal skills, assignment and priority flexibility, time management skills and demonstrate a self-driven, proactive work ethic. Proficient in the designing, installing, and maintaining a wide array of equipment, including Routers, Switches, Firewalls, Software Defined Networking and Wireless. Working knowledge of encryption methodology, MPLS, and VPN. Ability to work with many routing protocols, including EIGRP, BGP and OSPF. Capable of creating documentation of complex Network functions and site documentation. Capable of Advanced packet capture analysis. A four year computer science or related technical degree or equivalent work experience. 5-7 years related experience Experience in Telecommunications technology specializing in data networking Preferred Ability to work closely with 2nd and 3rd level Network Engineers as well as other teams in GTS. Experience working with diverse cultures on an International level. Project and time management skills including the ability to handle multiple priorities simultaneously. Subject matter expert across the technologies supported by the Network Operations Team and ability to cross-train other team members in these technologies: Cisco and Juniper Routing and Switching Mist Wireless Technology Cisco ACI Software Defined Networking Working Conditions Hybrid based work environment. Non-traditional work hours as needed. Rotating after-hours On-Call. Amount per year based on number of Full Time Employees. 24x7x365 contact availability as needed for Subject Matter Experts. Domestic and International travel may be required as necessary. **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.** Compensation: The Salary for this position generally ranges between $97,600 - $134,200 annually 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 You Receive: A Comprehensive Wealth + Health package. Wealth Benefits; Competitive Pay, Bonus, and Benefits Package Health and Work/Life Balance Benefits By the end of 2024 Aegon will move to our new office at Schiphol WTC. Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of persons and are dedicated to creating a respectful and inclusive work environment. 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
    $97.6k-134.2k yearly 12d ago
  • Team Leader - Operations

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: The Customer Excellence Operations Team Leader is responsible to inspire, motivate and lead team members to perform at their highest level and ensure all requests are handled in a timely, efficient and knowledgeable manner. The incumbent mentors, efficiently assigns and manages work, effectively communicates and deescalates situations, evaluates the accuracy of work, creates meaningful methods of training and adapts to work needs. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Monitors and controls daily workflow, assigns tasks, adjusts work as needed. * Completes call monitoring via recording or side by side to ensure accuracy and developing soft skills. * Ensures department standards and goals are regularly being met. * Is physically present for escalations and questions from onsite team members. * Assists in communicating procedures and processing instructions and changes. * Responsible for training, mentoring and answering questions from team members. * Handles escalations through phone, email correspondence and management exceptions. * Completes workflow reporting for management review. * Facilitates and participates in problem resolution with team. * Assists in testing and evaluating data and operating systems. * Updates department managers regularly on team performance and progress; provides input to managers in evaluating team performance; participates in team development. * Conducts advanced research to resolve issues of a more complex nature. * Performs other duties as assigned. SUPERVISORY RESPONSIBILITIES: Direct Reports: 0 General Description of Indirect Reports (2 and 3-downs): 0 EDUCATION AND/OR EXPERIENCE: * High school diploma or general education degree (GED); plus, minimum three (3) years of related experience; or equivalent combination of education and experience. * Associate's degree preferred. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS: FLMI, ASRI, FSRI and ACS designations are a plus, but not required. KNOWLEDGE, SKILLS AND ABILITIES: * Customer centric with an ability to adapt/respond to different scenarios. * Composure with the ability to teach is a fast-paced environment. * Ability to work cooperatively and successfully with employees, customers, and other outside third parties. * Ability to effectively mentor others. * Ability to multi-task, prioritize, and manage time effectively. * Strong organizational and planning skills. * Effective verbal and written communication skills with ability to effectively present information and respond to questions. * Mathematical skills and strong attention to numeric and general detail. * Proficient in the use of Microsoft Office Suite. * Ability to write reports, business correspondence, and procedure manuals. * Ability to read, analyze, and interpret data and technical/operational procedures. * Ability to define problems, collect data, establish facts, and draw valid conclusions. * Ability to actively listen, solve problems and deal with a variety of variables in situations where only limited standardization exists. * Ability to successfully handle pressure and meet deadlines in a fast-paced work environment. * Aptitude to learn in a constantly changing environment. This description covers the major purpose and essential functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job related work requested by their manager. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities. For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $60k-100k yearly est. 7d ago
  • Project Coordinator

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: The Project Coordinator partners with internal and external stakeholders to facilitate the timely and accurate delivery of Marketing projects. This role is responsible for gathering project requirements, designing project workflows, prioritizing projects and planning resources. Concurrently, this person will identify, communicate and track how their team's work could impact the Enterprise, in areas including other collateral, our digital presence, customer service, sales, marketing, programming, supply, and other departments. The Project Coordinator will thrive when organizing and planning the execution of large initiatives or programs such as campaigns, promotions, events, product and form rollouts, and regulatory changes. Position sits in West Des Moines and will work an onsite hybrid schedule ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary Role: * Collaborates with managers, stakeholders, reviewers and contributors to gather and review program and project requirements and to record project details and establish timelines using the project workflow system, Workfront. * Identifies gaps affecting successful completion of a project and reaches out to stakeholders for missing details. * Administers the project workflow system in the areas of user onboarding and training, reporting, and creating and updating project templates to ensure continuity. Troubleshoot system errors when needed. * Ensures accurate reporting and analytics for all active and inactive projects and collateral. * Identifies areas in the workflow program and within individual projects that require re-alignment and reassignment as needed. This person will consider streamlining processes on a consistent basis. * Champions the recordkeeping and maintenance of all project and collateral details. This is paramount to ensuring that Enterprise regulatory policies are followed, that up-to-date information and collateral are made available across multiple platforms, in multiple formats and are distributed to the correct audiences. * Tailors individual projects as needed depending on creation, review and distribution parameters. * Identifies and communicates project risk when discovered. * Works with stakeholders and team members to prioritize projects and adjusts prioritization when necessary. * Monitors projects and programs throughout the project lifecycle and communicates progress through the appropriate channels, including reporting. * Identifies and coordinates the on-time delivery of multiple projects for large rollouts related to product launches, regulatory changes, campaigns and other company initiatives. * Partners with Legal, Compliance, Actuary, Accounting and Finance when needed to review and approve collateral requiring that expertise. * Acts as the gatekeeper for understanding and facilitating the enterprise's legal and compliance policies and procedures related to compliance review, versioning, document approvals and retention. Performs project audits to assure procedures are consistently being followed and verifies project approval data is captured accurately. * Maintains continuity in project and collateral naming conventions across all platforms for ease of identification and use for internal and external audiences. * Maintains the team's document repository and/or file storage. This includes identifying file formats, distribution channels and audiences. * Identifies areas to improve efficiencies and recommends solutions. Proactively partners with others to create and/or share best practices or solutions when appropriate. * Documents and updates procedures when needed. * Prepares and automates reports in Workfront and Excel. * Responds to email and Workfront requests in a timely manner. * Other Responsibilities may include: * Creating alternative file formats for stakeholders, including fillable PDFs using Adobe Acrobat. * Researching forms and database files. * Creating data extensions in Salesforce and sending emails through Marketing Cloud. * Works with Supply and other teams to ensure forms and materials are current and available. * Identification and ordering of promotional items. Monitor inventory of company store and report on usage, inventory and expenses. * Gather and maintain current printing quotes. * Logistical planning for printing, mailing or other distribution of the final product. * Expense tracking and invoice approvals. * Performs other duties as assigned. SUPERVISORY RESPONSIBILITIES: None required for this position. EDUCATION AND/OR EXPERIENCE: Bachelor's Degree with at least two (2) years related experience or an Associate's degree (A.A.) and four (4) or more years of related experience; and/or training in insurance, marketing, communications, financial services, legal, graphic design, printing or an area of similar background. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS: None required for this position, but certification in a project workflow system like Workfront would be a plus. KNOWLEDGE, SKILLS AND ABILITIES: * Ability to prioritize and work on multiple projects simultaneously in a fast-paced and collaborative environment. Time-management skills are essential, as well as the ability to balance independent work and collaborative work. * Ability to successfully handle pressure and meet deadlines. * Strong oral and written communication skills. Ability to forge relationships and gain buy-in and trust is essential. Needs to be able to consistently work cooperatively and successfully with employees, customers, and other outside third parties. Strong customer service and interpersonal skills. * Ability to effectively present information and respond to questions from groups. * Exemplary organizational skills and strong attention to detail. * Basic project management capabilities. Understanding Kanban, Agile and Waterfall methodologies is a plus. * Ability to research and effectively solve problems. * Proficient in Microsoft Office applications, primarily Outlook, Word and Excel, Adobe Acrobat and project management systems such as Workfront. Ability to learn and utilize other applications / new technology. Has a technical aptitude. Experience with design programs and design elements is not required, but would be plus. * Proofreading skills are a plus. * Ability to create and sort Excel spreadsheets for reporting purposes. Intermediate skill level in Excel is not required, but would be plus. * Ability to be motivated. Takes initiative, while maintaining a One Team approach. * Ability to read, analyze, and interpret general business periodicals, and technical procedures. * No travel is required in this position. #LI-PL1 For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $46k-64k yearly est. 9d ago
  • Intermediate Compliance Analyst

    Transamerica 4.1company rating

    Cedar Rapids, IA 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 Helps to mitigate legal exposure/risk to the organization by enforcing company policies, procedures and regulatory requirements. Possesses and applies broad knowledge of concepts and principles; works with some instruction or guidance with applicable latitude for un-reviewed action or decisions; performs more complex assignments with direction and guidance from management. Job Description Responsibilities Review current policies and procedures; identify and help to implement new and/or enhanced practices. Contribute to the development of new and/or enhanced compliance programs and enterprise-wide initiatives. Research current, new, and proposed regulatory requirements (e.g., statutes, regulations, bulletins) to determine impact to organization. Provide guidance and/or develop summaries related to regulatory requirements; identify possible courses of action for various departments. Analyze processes, services and products and provide ongoing guidance to ensure compliance with regulatory and statutory requirements. Compile information for completion of reporting, including reports for management and state/federal regulators. Depending on complexity of the request, perform analysis, identify trends and follow up on opportunities for enhancement. Manage, oversee and analyze reports from third-parties (e.g., sub advisors, audit firms) Provide guidance and support to business partners (e.g., Sales and Marketing) in creation of mandated product training. Update and maintaining complete and accurate policies, procedures, compliance logs or files. Assist team members with research and assigned tasks, and provide training to supported teams. Qualifications Bachelor's degree in business, marketing, pre-law or other relevant field, or equivalent education and experience. Two years of regulatory, securities, or advertising compliance experience. Areas of experience desired may vary based upon assigned compliance functions and may include contract development, claims, underwriting, legal research, fraud or anti-money laundering investigations and/or communications. Written and verbal communication skills. Analytical and research skills. Proficiency using MS Office tools. Preferred Qualifications Working Conditions Office environment. Working Environment: Employees will be assigned to one of the following work location designations: In office employees will perform all of their work at a Company office location. Hybrid employees will need to work at a Company office location at times and a remote work location (typically their home) at times. Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely. 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. What You Receive: A Comprehensive Wealth + Health package. It's our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you'll come to discover, Wealth + Health is a central part of everything we do! Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program 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-71k yearly est. 11d ago
  • Production Designer

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: The Production Designer, Financial Services is a key contributor to the design process, combining technical expertise with a strong eye for aesthetics to ensure that creative concepts are executed with precision and excellence. This role involves creating, manipulating, and preparing graphics for a wide range of outputs, including print, digital, packaging, and advertising materials. The ideal candidate will be skilled in Adobe Creative Suite, have a understanding of design production processes, and thrive in a collaborative environment. They will play a critical role in supporting the design team and ensuring all materials meet brand standards and technical requirements. Position sits in West Des Moines and will work an onsite hybrid schedule ESSENTIAL DUTIES AND RESPONSIBILITIES: Production & Graphic Creation * Create and manipulate graphics using Adobe Creative Suite applications, including Illustrator, Photoshop, and Dreamweaver. * Format, collect, process, and proof graphics files to ensure accuracy and consistency. * Prepare final production files for various media, including print, packaging, point-of-purchase displays, and digital platforms. * Assess project specifications and ensure the final product adheres to technical and creative requirements. * Ensure all artwork meets technical specifications and production guidelines, resolving any issues before final delivery. * Performs other related duties as assigned. Collaboration & Team Support * Collaborate closely with the design team to define design goals and align production tasks with overall project objectives. * Assist in producing print, packaging, advertising, and digital graphics that meet brand and marketing strategies. * Follow established workflows and timelines to ensure projects progress efficiently and are delivered on schedule. Continuous Learning * Expand technical knowledge by attending workshops, reviewing professional publications, and exploring new tools. SUPERVISORY RESPONSIBILITIES: None required for this position. EDUCATION AND/OR EXPERIENCE: * Associate or bachelor's degree in graphic design, Visual Communications, or equivalent experience will be considered. * 1-3+ years of experience as a graphic designer or in a similar role. * Recent graduates are encouraged to apply. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS: None required for this position. KNOWLEDGE, SKILLS AND ABILITIES: Technical Skills: * Proficiency in Adobe Creative Suite applications, particularly Illustrator, Photoshop, and InDesign. Experience with Dreamweaver and other design tools is a plus. * Strong understanding of file preparation for various outputs, including preflight, color correction, and resolution standards. * Knowledge of design production for digital platforms, packaging, and advertising materials. Soft Skills: * A keen eye for detail and aesthetics to ensure visually appealing and technically accurate designs. * Strong organizational and time-management skills, with the ability to prioritize and meet deadlines in a fast-paced environment. * Excellent communication and collaboration skills to work effectively with design teams and other stakeholders. Software Skill Level Required: Basic Intermediate Expert After Effects InDesign Premiere Pro Photoshop Bridge Acrobat Excel Illustrator Figma or Sketch Outlook Miro Word PowerPoint Google Fonts #LI-PL1 ____ This description covers the major purpose and essential functions of the job. It is not intended to give all the details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related work requested by their manager. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities. For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $55k-72k yearly est. 9d ago
  • Senior Manager, Investment Accounting

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: The Senior Manager, Investment Accounting leads key initiatives and special projects and accounts for new business and transactions for the Company's investments. The incumbent manages relationships across departments and operating companies and provides broad technical oversight. This role will be hybrid out of our West Des Moines, IA location. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Provides technical subject matter expertise broadly across departments and operating companies on a variety of topics and projects. * Provides accurate accounting and reporting of investment data to other departments and stakeholders. * Supports the monthly financial statement close process and corresponding reporting of investment results and analysis to management. * Reviews investment disclosures and schedules included in U.S. GAAP- and statutory-basis quarterly and annual statements. * Reviews and approves monthly and quarterly investment reconciliations and work papers. * Helps the department maintain an effective control environment for SOX and other management controls. * Contributes to the development and execution of investment accounting strategy, OKRs and related business initiatives; effectively drives performance against departmental OKRs. * Identifies and implements process improvements related to the accounting and reporting of the Company's investments. * Performs other related work as required. SUPERVISORY RESPONSIBILITIES: Direct Reports: None immediately. General Description of Indirect Reports (2 and 3-downs): None immediately. EDUCATION AND/OR EXPERIENCE: * Bachelor's degree from four-year accredited college or university in finance, business or related field of study; plus ten years of progressively responsible related investment accounting experience. * CPA or MBA preferred. * Proficiency with Excel and experience with WINGS, Workiva, SAP, Blackrock Aladdin, eFront, and PLM. * Clearwater valuable but not required. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS: CPA or MBA preferred. KNOWLEDGE, SKILLS AND ABILITIES: * Broad knowledge of the investment industry, financial data management and reporting. * Strong people leadership skills and ability to effectively manage. * Knowledge of investment accounting best practices and procedures, including but not limited to, STAT and GAAP reporting standards, and investment disclosures. * Strong knowledge of applicable laws, rules and regulations. * Strong attention to numeric and other detail; ability to work with mathematical concepts and apply to practical situations. * Deep knowledge of financial statements, reports and reconciliations. * Strong systems aptitude. * Ability to format detailed numeric and other information in reports, dashboards and other mediums and effectively present information to top management, public groups, and/or boards of directors. * Strong verbal and written communication skills. * Ability to establish effective working relationships with internal and external parties at all levels. * Ability to read, analyze, and interpret technical journals, financial reports, and legal documents from regulatory agencies, and other members of the business community. * Ability to define problems, collect data, establish facts, and draw valid conclusions. * Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. * Ability to successfully handle pressure and meet deadlines in a fast-paced work environment. * Ability to multi-task in meeting tight quarter-end deadlines, ensuring all tasks are completed on time. #LI-SG1 For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $74k-93k yearly est. 48d ago
  • Business Intelligence Developer

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: The Business Intelligence (BI) Developer supports enterprise-wide data analytics and reporting activities, including responsibility for defining business data needs, gathering requirements and building streamlined data visualization solutions following best practices and standards. The incumbent collaborates with business partners on data integration, reporting and analysis, proactively identifying, recommending and developing streamlined business intelligence and analytics strategies, systems and processes that enable the business to quickly extract insights from their data. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Works within a Center of Excellence (COE) model for supporting business enablement of accurate and timely reporting and data analytics. * As subject matter expertise, performs technical design and development of effective, dynamic, and interactive data visualizations, including business dashboards and reports that meet cross-functional needs of the business. * Establishes and communicates standards and best practices for data visualization and dashboarding. * Designs and administers the enterprise BI platform, including responsibility for extracting data form various data sources and testing and maintenance. * Coaches and trains business users on the BI platform. * Transforms business partner data needs into deliverables, including but not limited to, data models, data mappings and data transformation rules. * Leads and executes complex data related analytical projects that drive business decisions and efficiencies. * Researches, analyzes, validates and documents business requirements for integrating business data sources into the enterprise data warehouse. * Creates process/data flow maps of data links between systems, current processes, areas of opportunity to improve process flows and new systems or data to integrate. * Creates and maintains streamlined, documented processes for productionizing reports. * Proactively improves the quality of data and frequency of company reporting. * Ensures adherence to data management and data governance policies and standards. * Performs other related work as assigned. SUPERVISORY RESPONSIBILITIES: Direct Reports: None General Description of Indirect Reports (2 and 3-downs): None EDUCATION AND/OR EXPERIENCE: Bachelor's degree in a quantitative field such as statistics, mathematics, computer science, MIS, information technology or related field of study; plus five (5) years of progressively responsible related experience; or equivalent combination of education and/or experience. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS N/A KNOWLEDGE, SKILLS AND ABILITIES: * Strong analytical skills and research capabilities. * Advanced experience in SQL, SAS, R, Python, or other programming languages. * Advanced experience building dynamic and interactive dashboards and reports using BI tools like Tableau, MicroStrategy, Microsoft BI. * Demonstrated experience streamlining and automating manual data processes. * Demonstrated experience compiling data from disparate sources. * Strong customer service orientation and ability to build strong relationships across the business. * Excellent communication skills and ability to present findings to key stakeholders * Mathematical skills and strong attention to detail. * Strong organizational and planning skills. * Proficient in the use of MicroSoft Office Suite. * Ability to write reports, business correspondence, and procedure manuals. * Ability to effectively present information and respond to questions. * Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures. * Ability to define problems, collect data, establish facts, and draw valid conclusions. * Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. * Ability to successfully handle pressure and meet deadlines in a fast-paced work environment. For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $62k-78k yearly est. 28d ago
  • Product Analyst - Annuity Product & Pricing

    American Equity 4.8company rating

    American Equity Job In West Des Moines, IA

    At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: The Product Analyst is responsible for leading the definition of business needs and requirements from discovery through implementation supporting the development of products, platforms, channels, and capabilities for both new and existing business. The incumbent will need to demonstrate versatility to support all aspects of the product delivery life cycle from concept development through physical implementation for American Equity. This position will be based out of West Des Moines, IA and will need to work an on-site hybrid schedule ESSENTIAL DUTIES AND RESPONSIBILITIES: * The incumbent in this role will need to have strong analytical skills and technical product knowledge of both American Equity products and competitors to support the evolution into new product lines, channels, and distribution/markets. * The incumbent will need to be the primary SME for stakeholders supporting American Equity product development and capabilities. * Drives the definition and development of business needs and requirements leveraging strong interpersonal and communication skills to collaborate with key stakeholders. * Monitor and manage risks/issues/decisions to resolution. * Develop business requirements documentation, product specifications, journey and process maps, and other technical documentation needed to support delivery. * Partner with key stakeholders to develop filing strategies, needs, and timelines for both federal and state filings. * Develop integrated plans and timelines across key stakeholders to support communications and go-to-market needs. * Provide product expertise to support the development and review of marketing collateral and other artifacts as needed by each imitative. * Drive day-to-day delivery with IT and Ops partners. * Support the development of new concepts and business cases. * Responsible for other duties as assigned. SUPERVISORY RESPONSIBILITIES: Direct Reports: None EDUCATION AND/OR EXPERIENCE: * Bachelor's degree (B.A.) from four-year college or university in Economics, Finance, Statistics, Math or Accounting. * Five (5) to Seven (7) plus years of experience as an Insurance Product Analyst or similar role demonstrating growth in responsibilities. * Experience developing both registered and non-registered annuity products and capabilities. * Experience developing advisory annuity products and channel capabilities. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS: * None required KNOWLEDGE, SKILLS AND ABILITIES: * Excellent analytical, written, and oral communication skills. * Strategic/creative thinker and problem solver. * Advanced knowledge and command of Microsoft Excel, PowerPoint, Word, and Teams. * Versatility to perform a variety of roles including analyst, product owner, SME, and basic project management. * In-depth understanding of insurance business; specifically, annuities. * Technical annuity product knowledge across product lines and channels. * Independent drive: ability to take an idea and run with it. * Ability to multitask supporting multiple initiatives concurrently. * Team-oriented mindset; willingness to work with a diverse set of businesses and colleagues. * Engaging attitude, flexible nature, and a willingness to independently problem-solve. #LI-SG1 This description covers the major purpose and essential functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related work requested by their manager. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities. For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
    $58k-75k yearly est. 17d ago

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American Equity may also be known as or be related to American Equity, American Equity Investment Life Holding Co, American Equity Investment Life Holding Company and American Equity Investment Life Insurance Company.