Security Health Plan jobs - 47 jobs

Northeast Delta Dental in Concord, NH is looking to hire a full-time, hybrid, Call Center, Dental Insurance Customer Service Representative. All Candidates must live in NH. We are a customer service focused organization, and we highly value strong customer service representatives as you have the opportunity to make a difference at the front lines of our organization. Our Dental Insurance Customer Service Representatives respond to questions from subscribers, producers, groups, and dental offices in a timely and accurate manner regarding Delta Dental products and claims. The Customer Service Representative position earns a competitive salary at $22.00-$24.00/hour, depending on experience. We provide fantastic benefits, including health, life, dental, vision, short-term disability (STD), long-term disability (LTD), paid time off (PTO), paid holidays, a 401(k) plan, an independent retirement advisor, an employee assistance program, a tuition reimbursement program, and more! If this sounds like the right business opportunity for you, apply today using our quick, mobile-friendly online application. We hope to meet you soon! ABOUT NORTHEAST DELTA DENTAL Northeast Delta Dental - a nonprofit member of Delta Dental Plans Association (DDPA) - is the region's most trusted name in dental insurance for companies, individuals, and families throughout Maine, New Hampshire, and Vermont. A DAY IN THE LIFE OF A CUSTOMER SERVICE REPRESENTATIVE * Researches claims and coordinates information from other departments to respond to customer inquiries. * Works collaboratively with other internal department personnel to resolve customer inquiries. * Authorizes adjustments to billing in order to resolve customer service issues. * Works with dental office personnel to clarify subscriber's coverage level, identify allowable procedures, and resolve billing issues. * Maintains positive rapport with dental office staff members to ensure a positive image of Northeast Delta Dental. * Composes and sends written correspondence via mail or email to subscribers and purchasers to answer questions, clarify benefits, or respond to inquiries. KNOWLEDGE / ABILITIES / SKILLS: * Two years of related experience, or equivalent training, experience, and/or education * Bilingual skills a plus * A happy attitude * We want someone who will be warm and empathetic with customers and will diligently seek accurate answers to their questions WORK SCHEDULE The work schedule for this position is a 4-day work week ~ Monday, Wednesday, and Thursday 8:00am - 6:00pm, Friday 8:30am - 6:00pm and Tuesdays off . This position will train on site for at least 6 months. Once call answering goals are met and other training requests completed, this position has the ability to work remote from your NH home. You will be required to come on site for additional meetings and trainings at the managers discretion. All candidates must be authorized to work for any employer in the United States without sponsorship now and in the future. Northeast Delta Dental is proud to be an equal opportunity employer. IF YOU ARE READY TO SMILE WITH US ~ APPLY TODAY! Location: 03301

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 empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary As a member of Transamerica Financial Advisors (TFA), conduct processing of cashiering, trading, asset transfers, and other operations functions on the Fidelity National Financial Services platform for brokerage and advisory accounts. Assist financial professionals and staff on use of the Wealthscape platform. Serve as a central source of information and support for TFA financial professionals who directly service the client and address business issues and questions to help with their practice. Responsibilities Support business processing on the Fidelity National Financial Services (NFS) Wealthscape platform Provide guidance and training to financial professionals on platforms/technologies, processes, compliance, best practices, etc. As a member of the Call Center, respond to requests for trading, account maintenance, order entry, platform navigation, cashiering functions, opening and closing accounts, etc. Provide support and guidance for the eMoney and Docupace platforms. Produce reports from Wealthscape and Avaya required for TFA to oversee service and processing metrics, and identify areas for optimization. Partner with NFS Middle Office on account management services. Identify and develop operational impact metrics, including collecting, analyzing, and reporting. Keep up to date on rules and regulations governing firm procedures. Identify and develop operational service improvements. Qualifications Bachelor's degree in finance or business, or equivalent work experience Five years of securities/financial services experience in call center and operations roles Detailed knowledge and expert processing proficiency on the NFS Wealthscape platform Demonstrated experience utilizing Avaya or similar telephony management system Thorough knowledge of securities products, FINRA, SEC, and DOL regulations Ability to analyze complex issues and recommend solutions Excellent written and oral communication and interpersonal skills Attention to detail and ability to prioritize multiple responsibilities Proficiency using MS Office, including advanced Excel skills Preferred Qualifications Experience working with eMoney, Docupace, Envestnet, and Salesforce platforms Compensation The salary for this position generally ranges between $59,000- 72,000 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 of 7.5% 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 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

Job Family Actuarial About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Directs and provides leadership in the design, pricing, and implementation of insurance products. Oversees a small team within actuarial modeling, risk management, valuation or other actuarial department. Job Description *This role requires the employee to be hybrid in Cedar Rapids, Baltimore or Philly Responsibilities Provides reports and analyses to management on sales, persistency and mortality or morbidity experience for various product lines, reserve adequacy, risk management information, or various other similar items. Manages studies that underlie actuarial assumptions and provides assumptions and data to others. May support creation of systems specifications, contracts, commission structures, and other actuarial aspects of product development. Monitors and analyzes developments in actuarial techniques, laws and regulations applicable to company operations, and competitive developments in the marketplace. May represent the company on industry and professional committees and/or with regulators. May supervise a small team of employees. Qualifications FSA or equivalent professional designation along with Bachelor's Degree in Actuarial Science, Mathematics, Statistics, Economics or related field and 5 years of relevant experience. In lieu of Bachelor's, will accept Master's in a listed discipline and 4 years of relevant experience. In lieu of FSA will accept ASA or equivalent professional designation and 8 years of relevant experience. Demonstrates high quality leadership, judgment, organization and prioritization skills. Effectively communicates, both verbally and in writing, advanced mathematical and analytical concepts to various audiences. Works well under pressure and within time constraints to effectively accomplish individual and team objectives. Excellent computer skills. Preferred Qualifications Programming skills. Working Conditions Office Environment (Hybrid in Baltimore, Philly or Cedar Rapids) Occasional Travel Limited travel may be required The Salary for this position generally ranges between $125,000 - $140,000 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 What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. 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

Job Family Operational Risk About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Provide subject matter expertise in Finance/Financial Assets on the day-to-day execution of the Transamerica Operational Risk Management program to ensure appropriate risk considerations are in place and practiced across the company including the identification, assessment, monitoring, and reporting of key risks across the company business and technology landscape. Develop and maintain relationships with business and technology management across three lines of defense. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. Responsibilities: Deep subject-matter expertise in risks, controls, and in-depth understanding of the Finance/Financial Assets business. Partner with business management to lead the execution of risk assessments across business groups. Challenge current process design, identify areas for improvement, and recommend changes to supporting policies, procedures and control execution to increase efficiency and quality. Lead risk issue management activities, including risk identification, root cause analysis, action plan status monitoring, and reporting of outcomes to management. Collaborate and challenge process owners during the development of action plans to assess adequacy of actions taken by management. Lead the execution of Risk & Control Self Assessments (RCSA) via review and challenge of inherent/residual risk scoring, risk mitigation, review control design and execution. Collaborate with peers in the Risk Management function, and various partners and stakeholders throughout the organization (e.g. line and functional management, compliance, IT, Internal Audit). Lead the execution of risk assessment activities across various organizational functions, programs, projects, processes, etc. Navigate company Governance Risk & Compliance (GRC) tool to record, update and report on various risk issues, risk events, action plans, etc. Qualifications: Bachelor's degree in accounting, finance, or relevant field Eight years of experience working in operational risk management or internal controls related environment Progressive experience in operational risk management, internal controls, audit, risk management, or equivalent field Deep understanding of operational functions, preferably in the financial services industry In-depth knowledge and hands on experience with risk management principles and techniques including development of process flows, identification and assessment of risks and controls, testing and monitoring procedures, and development of related metrics Strong risk and control background including knowledge of SOX framework Ability to present and interact with various levels of management Ability to build relationships with people at all levels Excellent oral/written communication skills Preferred Qualifications: Strong knowledge and/or experience in the insurance or financial services industry CPA CIA CISA Working Conditions: Hybrid office environment: 3 days/week in one of our core offices: Baltimore, MD/Cedar Rapids, IA/Denver, CO/Philadelphia, PA Occasional travel Compensation: The Salary for this position generally ranges between $104,000 - $110,000 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. #LI-BD1 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

Job Family Customer & Business Quality Assurance About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary As a member of the Client Transition Services (CTS) team, this role handles moderate to complex data and asset transfer processes during new client plan conversions. Ensures timely and proper notification of cash flows to the Transamerica Retirement Services (TRS) Funding Group, and milestone task completion to project team members. Responsibilities Partner with clients, vendors, payroll providers and internal resources to gather data elements for migration. Establish an ongoing data dialog, via payroll files, to maintain data elements. Analyze and reconcile data received against documented plan rules. Post transferred records from former record systems into company system; maintain auditable records of completed conversion steps. Audit, analyze and perform data quality reviews for each conversion. Maintain the NBI (new business intelligence) database and transaction calendar. Participate in meetings with the Implementation staff. Lead and/or participate in department projects and data-specific initiatives. Manage large data conversion projects. Maintain department tools and procedures as assigned. Identify procedural issues/gaps and recommend solutions. Qualifications Five years of experience in the financial services industry including working with electronic data files Working knowledge of Paris or related database systems, and SQL (AQT). Experience using Informatica or Pervasive software, or related systems. Written and verbal communication skills to present information to internal and external stakeholders. Organizational skills and attention to detail. Problem-solving and analytical skills. Proficiency in MS Word/Excel. Experience constructing queries. Working Conditions Remote / Hybrid *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 $70,000-$77,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. 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 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

Job Family Regional / Field Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Responsible for selling the organization's bundled and unbundled retirement programs within an assigned territory and for meeting sales goals in accordance with company objectives for institutional market sales. Responsibilities Prospect for new clients within assigned territory and achieve sales goals. Develop a strong network of advisors, consultants, and other third party intermediaries that are focused on the retirement industry. Develop plan sponsor relationships through direct meetings with key contacts at the plan sponsor. Participate in proactive marketing campaigns. Manage a territory of target prospects. Travel extensively to meet with prospects, advisors, and other key intermediaries in the territory. Qualifications Bachelor's degree or equivalent work experience Minimum of 3 years of sales experience focusing on the mid-to-large plan institutional market and knowledge of all types of retirement plans and related investment products. FINRA Series 6 & 63. Preferred Qualifications FINRA Series 7 Established relationships with retirement advisors, consultants and plan sponsors. Working Conditions Remote (Field/Travel) Environment Extensive Travel >50% Travel may include overnight travel. The Salary for this position generally ranges between $120,000-$135,000 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. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. 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

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

Alfa Insurance is an A-rated insurance carrier that offers an excellent array of auto, home, life, farm and business insurance products. Alfa is known for its superior customer service and boasts 94% claims satisfaction. Since its humble beginnings in 1946, Alfa and its affiliates now serve more than 1 million customers across 14 states. Working for Alfa Insurance is more than just servicing customers and selling insurance. It's making a difference in the lives of your policyholders and the community. It's creating lifelong relationships. It's about being there when it matters most and protecting those things that are most important. It's becoming part of a well-respected company that is based on faith, family, community, and integrity. Job Summary Alfa Insurance Resource Analysts are team players that take exceptional pride in the company they represent, the products they sell and in providing excellent customer service. They assist our customers, the company, and our sales force in providing unique, personalized customer service and sales opportunities to continue Alfa's growth in the marketplace. Responsibilities · Provide quality sales, service, and support to customers and employees, employing a high degree of customer service, technical expertise, and timeliness. · Provide first-level assistance for defined problems; escalate trouble tickets as necessary to higher-level staff. · Assist customers and employees with quoting, binding, policy amendments, payments, and claims. · Process daily transactions accurately while also following instructions, staying updated, and asking questions to appropriate departments. · Actively work towards enhancing the quality and efficiency of the Customer Resource Center which includes participating in all training sessions. Qualifications · High school diploma required; Associates Degree preferred. · Complete and pass the state required Insurance Producer licensing exam and be able to obtain Producer License. · Apply for the required non-resident license within 30 days from the date of hire.· One year work experience required.· Excellent customer service skills and interpersonal skills; telephone etiquette. · Ability to use customer service standards and follow guidelines, as well as to help others interpret policy, procedures, and systems. · Capable of involvement in multiple projects through all life-cycle phases, ensuring they are in accordance with established direction and standards .· Strong oral and written communication skills (technical and non-technical). · Broad range of experience in: Guidewire, Paymentus, Footprints, JIRA, DocuSign, AX, Alfa Link, Member Benefits Program, Alfa's Customer Account & Payment Portal, Right Now CRM, NICE InContact, The Farm, Kronos, Pulse Secure OKTA, and any other system used by Alfa Service Centers. Benefits/Perks Opportunity for annual performance bonus Discounts on your auto insurance (underwriting approval required) Benefits include: Health, dental, supplemental cancer, vision insurance and 401(k) plan Paid Time Off Bank to include 3 days PTO available after first 80 hours worked for New Hires Short-term and long-term disability Flexible Healthcare and Childcare spending accounts for tax savings Opportunities for advancement Continuous training and support throughout your career with Alfa College tuition discounts at various colleges in Alabama Training will occur in the Home Office Monday Friday 8:00 a.m. 4:30 p.m. for a number of weeks before remote work is permitted. This position will allow for remote work in the following states: Alabama, Arizona, Arkansas, Georgia, Indiana, Kentucky, Mississippi, Nevada, Ohio, South Carolina, Tennessee, Texas, & Virginia. Applicant may be required to travel to Montgomery corporate headquarters at supervisor's request for meetings and/or training sessions. Compensation: $19.43 per hour Alfa Insurance is an A-rated insurance carrier that offers an excellent array of auto, home, life, farm and business insurance products. Alfa is known for its superior customer service and boasts 94% claims satisfaction. Since its humble beginnings in 1946, Alfa and its affiliates now serve more than 1 million customers across 14 states. Working for Alfa Insurance is more than just servicing customers and selling insurance. It's becoming part of a well-respected company that is based on our core 4 values of faith, family, community and integrity.

Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our February 2nd and March 2nd classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. Explain and ensure customers understand product options for routine inquiries; make product recommendations. Identify if there are multi-product needs and connect customers to other product specialists. Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications Bachelor's degree in a business field or equivalent professional experience FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) Life license (or obtain within 90 days) One year of experience in the financial services industry Basic knowledge of financial products (related to assigned specialty area) Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust Problem-solving and decision-making skills to select and recommend product solutions Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. Proficiency using MS Office Preferred Qualifications CFP and/or CRPC Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions Remote (Field/Travel) Environment Schedule may vary to fulfill service levels during hours of operation Compensation **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** Total Compensation for this role is estimated to be $65,000 - $95,000 per year. The Salary for this position generally ranges between $ 48,500 - $ 53,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. #LI-KB1 Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. 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

Job Family Legal Counsel About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary We are seeking a Counsel 2 for a critical role in ensuring the success and compliance of our organization. In this dynamic position, you will be a key contributor within a team of four attorneys who provide strategic legal guidance and support within Transamerica's Protection Solutions and Savings & Investments businesses that focuses on Supplemental Health insurance. Why Join Transamerica? You'll have an opportunity to work with a leading life insurance company in a collaborative and supportive work environment with professional development and growth opportunities. If you're a proactive, solutions-focused attorney looking to make an impact on a dynamic legal team, we want to hear from you! Responsibilities: Provide legal advice and support in the development, maintenance and offering of supplemental health insurance products and services for our Group Employee Benefits division Prepare, review and negotiate legal contracts, documents and agreements, including marketing, distribution, administration, TPA and/or vendor agreements for the review of senior team members Advise on legal risks and potential impacts of business decisions, as well as escalated claims and consumer complaints Monitor, review and interpret relevant changes in laws, rules and regulations, particularly those related to insurance regulations Review and interpret laws and regulations as they relate to employer groups, associations, labor unions, and other non-employer groups to ensure they comply with state law prior to issuing policies With guidance from a senior attorney, educate business partners of the potential impact to Transamerica's supplemental health insurance business, work cross-functionally with compliance, product, and operations to comply with applicable laws and regulations while minimizing client impact Draft regulatory responses, disclosures, and other correspondence that may include Market Conduct issues for the review of senior team members Collaborate with internal compliance teams to develop and implement policies and procedures to mitigate legal risks Work on legal issues where analysis requires identification and evaluation of multiple factors Qualifications: JD from an ABA accredited law school Member of the Bar in good standing of any US jurisdiction Two years experience with insurance regulatory issues and/or a focus on supplemental health insurance, life insurance, and state insurance matters with knowledge of relevant laws, rules and regulations Effective communicator, both in writing and orally, with the intended audience Able to exercise sound judgment in a fast-paced environment Able to exercise agility and adaptability in providing legal advice Comfortable in a rapidly changing corporate environment Proficient using MS Office Effective organizational and project management skills with an ability to manage multiple priorities Action oriented, timely and organized with ability to prioritize workload with accuracy and attention to detail Focuses on creating an environment of honesty, inclusion and respect for others, is open to and champions differing ideas and perspectives, and collaborates in a fully inclusive manner Preferred Qualifications: Experience with voluntary benefits insurance products including supplemental health and/or long-term care, and with the ACA, HIPAA and ERISA laws Experience with life insurance products Employs innovative thinking to assist the business in generating and implementing creative, cost effective and realistic solutions that create business impact and lend toward its growth Working Conditions Hybrid working environment: Baltimore, Cedar Rapids, Philadelphia, Denver Occasional travel to meet with leaders, other members of the team, and business partners Compensation: The Salary for this position generally ranges between $140,000 - $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. #LI-BD1 Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. 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 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

Job Family Risk Management - 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 empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Lead organizational crisis management efforts by developing strategies to anticipate, prepare for, and respond to emergencies, safeguarding the organization's interests and maintaining operational continuity in the face of unpredictable challenges. Coordinate cross-functional teams and stakeholders during crises, providing real-time leadership and strategic guidance for effective response and recovery. Job Description *Candidate is expected to work hybrid in our Cedar Rapids, Baltimore or Denver office. Responsibilities Develop and maintain comprehensive crisis management plans, conduct vulnerability risk assessments, oversee threat monitoring programs, and integrate plans with overall business continuity efforts. Design and deliver training programs, simulations, and drills to ensure staff readiness and role clarity during emergencies. Create and execute stakeholder communication during crises, coordinating with internal communications and public relations teams. Lead and coordinate a cross-functional crisis management team, providing guidance and support to executive leadership throughout crisis. Conduct post-crisis reviews, prepare detailed reports on incident handling and response effectiveness, and identify areas for improvement. Ensure compliance with industry standards, regulatory requirements, and best practices for crisis management. Qualifications Bachelor's degree business administration, emergency management, information technology, or related field, or equivalent experience Eight years of progressive experience in crisis or emergency management, business continuity or disaster recovery technology and related management experience Experience managing and coordinating technology integrations across security, emergency management and communication systems. Strong understanding, knowledge of and experience in application of crisis and incident management principles practices and methods of implementation in a large organization Strong project management skills and ability to lead teams during critical events Technical expertise in business resilience and risk management Leadership skills and the ability to manage cross-functional teams Highly developed verbal and written communication skills and interpersonal skills, including facilitation, negotiation and consultation skills Strong research, analytic and innovative problem-solving and decision-making capabilities Ability to remain calm and effective under pressure in a dynamic changing agile environment with tight deadlines Preferred Qualifications Master's degree in emergency management, business continuity, risk management, or communications Familiarity with the latest crisis management technologies and software Certified Emergency Manager (CEM) Business Continuity Professional (CBCP) Crisis communication credentials Working Conditions Office environment Occasional travel for internal meetings The Salary for this position generally ranges between $130,000 - $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 What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. 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

Job Family Investment 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 empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Responsible for overseeing daily security valuation processes across multiple fund structures, ensuring accurate pricing, compliance with policies, and collaboration with internal and external stakeholders to maintain valuation integrity and transparency. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. Responsibilities: Lead daily security valuation processes for mutual funds, exchange-traded funds (ETFs), and other investment vehicles. Ensure compliance with valuation policies, regulatory requirements, and industry best practices. Oversee pricing vendor due diligence and evaluate pricing sources for accuracy and reliability. Manage exception reporting and resolve pricing discrepancies in collaboration with portfolio managers and subadvisers. Coordinate with fund accounting, audit, and compliance teams to support net asset value (NAV) calculations and financial reporting. Identify and implement automation solutions to improve efficiency, reduce manual errors, and accelerate reporting. Monitor market events and assess impact on security pricing and valuation methodologies. Support fund launches, mergers, and other corporate actions from a valuation perspective. Participate in valuation committee meetings and contribute to policy updates and governance. Provide input on accounting treatment and financial reporting disclosure requirements for complex financial instruments, including over-the-counter (OTC) derivatives. Qualifications: Bachelor's degree in finance, accounting, economics, or related field Seven years of experience in fund administration, security valuation, or investment operations Strong understanding of financial instruments, valuation techniques, and market data providers Experience with pricing service providers such as Bloomberg, Intercontinental Exchange (ICE), and London Stock Exchange Group (LSEG) Familiarity with regulatory frameworks such as Securities and Exchange Commission (SEC), International Financial Reporting Standards (IFRS), and Generally Accepted Accounting Principles (GAAP) Excellent analytical, problem-solving, and communication skills Leadership and team management capabilities High attention to detail and ability to work under tight deadlines Preferred Qualifications Chartered Financial Analyst (CFA) Working Conditions: Hybrid office environment: Denver, CO Occasional Travel Compensation: The Salary for this position generally ranges between $80,000 - $100,000 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. #LI-BD1 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. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. 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

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 empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Internships are short-term work experiences for a designated period of time that allow college students the opportunity to observe and participate in the professional work environment, to explore how his/her interests relate to possible careers, and to gain practical experience in an industry relating to their field of study. Job Description Responsibilities: Support business processes that directly impact Transamerica financials Assist with quarterly IFRS, Financial Plan/Capital Reforecast, Principles Based Reserves, and C3P1 models, as well as annual Medium-Term Plan, and Cash Flow Testing models Support the annual setting of economic assumptions by working cohesively with members of Life, Health, Annuity, and Risk areas Engage in annual discussions regarding economic assumption changes and assist with the creation of model files that reflect the updated assumptions Provide AXIS format asset inventory, economic assumption, and investment input files to support Asset and Liability Management analysis on a regular basis Collaborate with more senior analysts on the development of asset-related code updates in AXIS models, and support asset-only user testing of the updates Learn how to explain model results attribution and reconciliation Provide support and input required for change management documentation each quarter for assumption and/or system updates Aid in resolving potential issues and escalating when appropriate Qualifications: Currently pursuing an undergraduate degree in math, actuarial science, statistics, related science field, finance, or related business field. Internships are not available for students who have completed their college education or who will graduate prior to the conclusion of the internship Interest, knowledge, and awareness of insurance liability, asset valuation, derivatives modeling, liquidity management, machine learning, artificial intelligence Familiarity with investment and finance concepts, and be able to creatively apply in solving analytical problems in the business setting Preferred Qualifications: Ability to use code (Python, VBA) to help automate tasks and increase efficiency Proficiency with Microsoft Excel Familiarity with using modeling systems, particularly AXIS Knowledge of asset liability management processes in insurance or banking Understanding of actuarial and accounting Working Conditions: Interns will work hybrid in Cedar Rapids, IA Tuesday, Wednesday, and Thursday will be in office; Monday and Friday will be work from home days Compensation: The salary for this position generally ranges between $23.00 - 25.00 per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Full-time interns will receive an intern allowance to cover costs of relocation including housing, mileage, and travel expenses. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. 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

Job Family Sales Support / Operations About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary In a professional phone-based environment, the Registered Service Representative provides outstanding service to clients of the Transamerica Advice Center's retirement advisory team, including answering questions pertaining to retirement products and assisting clients with completing transactions as needed. Participates in the company's customer satisfaction program, built upon strong cultural values and ethics that encourage a service environment for integrity and organizational promotion. Job Description Responsibilities Responsible for inbound and outbound calls resulting in, but not limited to: requests for forms, general inquiries, outstanding new account paperwork, status requests, telephone transactions presented by the client within stated service levels, research and resolution of moderate to complex issues. Provide excellent customer service to both internal and external clients. Provide accurate, valid, and complete information by using the right methods/tools. Monitor client accounts for actions required and handle each situation as needed Research and resolve issues by utilizing all available resources Clearly and thoroughly document all client interactions Identify and assess customers' needs to achieve satisfaction Provide accurate, valid and complete information by using the right methods/tools Follow communication and processing procedures, guidelines and policies Provide solutions to our clients in a timely, professional, and compliant manner Take responsibility for delivering value to our customers Promote a positive work environment to promote positive customer interactions Work with others to achieve both individual and team goals. Utilize multiple systems to service client requests and quickly identify which system is needed. Meet individual and team service level expectations. Escalate more complex issues to higher level staff. Qualifications Two years of customer service experience Excellent customer service skills for extensive contact with clients Excellent verbal and written communication skills Strong attention to detail Excellent time management skills to prioritize multiple responsibilities Ability to adapt quickly to change Broad knowledge of brokerage accounts and investments Team oriented Proactive and customer focused Problem solving skills to resolve routine questions and issues Ability to follow standard procedures and written instructions PC proficiency (MS Word, Outlook, Excel) Preferred Qualifications FINRA Series 6, 63, 65 or 66 (for positions supporting the retirement business) Experience working in financial/brokerage sales and service Customer service experience in the financial/brokerage industry Understanding of the sales process Experience with IRA products Working Conditions Remote (Call Center) Environment Compensation The salary for this position generally ranges between $48,000 - $53,000 annually/per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. 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

Job Family Brand Marketing About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Drive internal and external Brand experiences, from concept to execution and analysis, across multiple distribution channels including paid media, social media, thought leadership, and sponsorships. Build awareness and consideration of the organization's brand, products and services. Job Description Responsibilities Drive the development and refinement of Brand's messages and creative campaign/activations. Collaborate with team leaders in other marketing areas to help lead go-to-market planning. Identify/optimize opportunities to drive cross-team collaboration and alignment to optimize performance. Build internal and external relationships with senior leaders. Manage departmental budgets; oversee individual team efforts to manage PO's and budget reconciliation. Develop and deliver performance reports to marketing leadership. Ensure brand guidelines are followed internally and externally. Provide coaching and guidance to team members Collaborate across mediums and related departments, including divisional channel partners. Manage project resource allocation in collaboration with business groups. Manage agency and/or partner relationships. Data mine/analyze customer insights; develop and implement solutions. Create media planning strategies and collaborate with agency partners to implement. Keep current on new technologies and emerging trends/opportunities. Qualifications Bachelor's degree in marketing or related field, or equivalent experience Ten years of digital communications, social media marketing or related experience Five years of management experience leading and developing teams Experience managing campaigns or marketing projects Proficient in core content production systems and requirements Strategic thinker and decision-maker to drive results Excellent written/oral communication and relationship building skills Analytical and problem-solving skills Proficiency using MS Office Preferred Qualifications Advertising and/or branding agency experience Working Conditions Office Environment The Salary for this position generally ranges between $147,000 - $175,000 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. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. 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

Job Family Account / Relationship Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary As part of World Financial Group (WFG) distribution team, the Regional Consultant is responsible for partnering with field agents and field leadership to drive increased agent recruiting, licensing, and product sales; enhance the agent experience; increase field performance through issue/opportunity identification and resolution, training, and communication; and to execute on WFG growth strategies. Lead and develop teams of senior FAST and FAST consultants whose focus is on connecting opportunity/issue with effective solutions and resources, increasing the number of newly licensed agents, and growing agent sales. Promote WFG opportunities to increase sales through a scalable and compliant business model aligned with the company's strategic vision. Job Description Responsibilities Meet annual growth and business targets set for WFG and Transamerica. Empower the field force with information, tools, and resources to achieve business goals. Share knowledge of industry best practices, home office resources, marketing platforms, and other programs/processes available for success. Innovate and connect solutions to business needs. Provide guidance to field leaders on strategic planning and issue resolution. Conduct analysis of field performance to identify emerging trends and make recommendations to drive growth, engagement, and practical risk management. Engage and empower field leadership to implement WFG initiatives that improve business effectiveness. Monitor agent recruiting and licensing within territories. Implement/deliver messaging, training, incentives, etc. to drive growth and meet retention objectives. Consult with field leadership to ensure systems, procedures, and programs adhere to WFG/Transamerica guidelines and quality control measures. Resolve identified issues. Travel regularly to manage territory rotation providing issue/opportunity identification and solutions/resources, training, and coaching on performance effectiveness and to maximize resource efficiency. Monitor FAST consultant activity reporting and use of regional budgets to ensure total expenditures are within budget and providing the best return on investment. Provide leadership and clear direction to senior FAST and FAST consultants. Hire, lead, coach, reward, and direct day-to-day activities of employees with a focus on professional development and achieving targeted business outcomes. Set clear performance expectations, conduct performance reviews and as needed, implement improvement measures for individual and team success. Qualifications Five years of financial services industry experience, including distribution/sales management. Life license Solid understanding of the life insurance industry, securities business, agency operations, products, and regulations. Understanding of employment regulations to manage employees. Outstanding communications and relationship-building skills with the field force, home office areas, strategic partners, and key stakeholders. Solid business acumen and sound judgement to identify issues/gaps, make strategic decisions, and influence outcomes aligned to objectives. Technical aptitude to learn and train others. Analytical and problem-solving skills to interpret and connect practical solutions to business problems. Strong written and oral communication skills, presentation, and public-speaking skills for extensive contact with internal and external stakeholders at all levels Creative self-starter with the ability to engage and motivate others. Attention to detail and the ability to manage multiple priorities simultaneously in a fast-paced environment. Effective application of project management methodologies Proficiency using MS Office products, and technologies used to deliver in-person and web-based training/meetings. Preferred Qualifications Bachelor's degree in a business field FINRA Series 6 license Proficiency using WFG/TFA platforms People management experience Working Conditions Remote or hybrid-remote office environment (Territory requirement: must reside in Northern California, Oregon, or Washington.) Extensive travel (50-75%) to field offices, business meetings, conferences/events Non-standard work schedule to include evenings and weekends Valid driver's license and vehicle required Compensation **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** Total Compensation for this role is estimated to be $200,000 per year. The Salary for this position generally ranges between 65,000-75,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program 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

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 empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Provide supervision over the securities activities of Branch Office Supervisors and Registered Representatives in an assigned region. Job Description Responsibilities Provide direct supervision of Branch Office Supervisors and Registered Representatives for broker dealer and investment advisory functions; provide supervision, guidance, advice, and training. Maintain files required by the WSPs to be maintained at the branch location for each Branch Office Supervisor and Registered Representatives. Assist in the creation of new branch offices and the development of existing offices. Participate in regulatory examinations within the assigned region. Review and accept or deny requests for non-registered locations. Monitor the activities of Branch Office Supervisors, Registered Representatives and NRLs within the region in accordance with the Firm's written supervisory procedures. Monitor the performance of Branch Office Supervisors to ensure they are able to properly supervise the number of Registered Representatives assigned to them. Designate, reviews and remove Branch Office Supervisor status as needed. Makes decisions for acceptance or denial of new applicants and, when necessary, for the suspension or termination of Branch Office Supervisors and Registered Representatives. Visit branch offices periodically to review and monitor for adherence to company policies and procedures. Review annual audit report and implement procedural changes to ensure that identified deficiencies are not repeated. Reviews written correspondence and communications with the public in accordance with company policies as needed. Review and approve, or deny, outside business activities and private securities transactions requested by Branch Office Supervisors and Registered Representatives. Perform final review and acceptance of Form U4s for applicants, including interviews with the sponsoring Branch Office Supervisor and/or applicant, and/or requests for additional supporting documentation. Approve/recommend Heightened Supervisory Agreement (HSA), or refer to Special Review Committee. Implement, monitor, and dissolve HSAs within the region. Review and accept, or deny, requests from Branch Office Supervisors for assignments or reassignments of Registered Representatives. Monitor Registered Representatives compliance with Firm and regulatory continuing education requirements. Review and monitor Branch Office Supervisor and Field Representative completion and compliance with the Firm's annual compliance meeting and Firm element requirements Review and monitor Branch Office Supervisor and Field Representative emails to ensure compliance with Firm policies. Handle calls and inquires during regions office hours to ensure inquiries are resolved satisfactorily, including incoming calls on the RBM call line. Refer to and provide input to the Compliance Division on regulatory violations, sales practice improprieties, or actual or potential violations of Firm policies and/or regulatory requirements as needed. Periodically attend public events conducted by TFA Field Representatives to ensure compliance with Firm policies. Create, facilitate and promote Firm training programs as deemed necessary by management. Perform additional supervisory and compliance functions as needed. Qualifications Bachelor's degree in a business-related field or equivalent experience Five years of securities industry related experience FINRA Series 6 and 26 (and obtain 7 and 24 licenses within one year) In-depth knowledge of compliance, suitability issues, securities products, and FINRA regulations Strong written/oral communication and interpersonal skills Facilitation and training experience Organizational skills and the ability to prioritize multiple priorities Proficiency using MS Office projects Preferred Qualifications FINRA Series 24, 65/66, 53/51 Working Conditions Office Environment Evening/weekend hours as needed Extensive Travel >50% The Salary for this position generally ranges between $67,000 - $87,000 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 What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. 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

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 Ensure compliance with statutory and regulatory guidelines for ERISA, Internal Revenue Code and other guidance requirements for qualified plans, Section 403(b) plans, 457 plans, multiple employer plans, corporate non-qualified plans, IRAs, Section 72 Annuities and Transamerica policies and procedures. Work with clients, client's counsel, consultants, agents, brokers and TPAs to identify and resolve plan compliance and fiduciary issues (e.g. qualification defects addressed under the IRS' EPCRS and DOL VFCP programs). Propose and implement best practices for ERISA-compliance plan administration. Advise internal administration teams about impact of new developments and support the development of new products, services and processes. Provide proactive risk management and contribute to the ongoing training of staff on retirement plan regulatory matters. Responsibilities Research and analyze regulatory guidance from the IRS, DOL, SEC and other applicable agencies, along with new pension legislation. Review and prepare plan analysis for new and existing clients, including issue identification, consulting on issue resolution, best practices and preparation of client communications, plan forms, and participant communications. Provide regulatory consulting services to Regional Offices (Client Executives and Sales staff), help desks, operational areas and the management team. Draft regulatory in-house communications and assist with projects and internal meetings, such as support for Plan Services, Plan Consultants, Compliance Testing, Reporting/Disclosure Unit, Retirement Consulting group and Client Integration team. Provide plan design support and assistance related to Transamerica's prototype, volume submitter and individually designed plan documents, both internally and externally. Provide primary consulting and coordination role for IRS EPCRS voluntary compliance submissions for clients and their counsel; interact with the IRS as necessary. Provide assistance to the Regulatory Support group as appropriate, and participate in formulation of department strategy. Assist in new product development. Assist in the development and delivery of regulatory training programs for Transamerica employees. Maintain a high level awareness of ongoing developments in the pension industry. Assist in special regulatory projects. Provide regulatory risk management internally and externally. Qualifications Bachelor's degree in a business-related field or equivalent experience. Six years of retirement industry experience in legal, compliance or a similar setting. Thorough knowledge of legal requirements for qualified plans, section 403(b) plans, Section 457 plans, multiple employer plans, corporate non-qualified plans, IRA and Section 72 annuities and ERISA. Research and analytical skills to interpret IRS and DOL regulations and pension legislation. Communication skills (verbal, written, listening) to influence others and convey complex, regulatory legal rules and requirements in layman terms. Problem resolution skills, with an emphasis on analysis, formulation and documentation of recommendations; ability to develop alternative solutions to complex situations. Organization/time management skills to handle multiple projects simultaneously. Preferred Qualifications J.D. degree. Retirement plan certification (e.g. ASPPA, CPC, ERPA, CEBS). Compensation The salary for this position generally ranges between $76,000-$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 of 10% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Working Conditions Remote / hybrid position requiring three days (Tuesday-Thursday) in office per week in one of our hub locations (Cedar Rapids, Baltimore, Philadelphia, or Denver). Relocation assistance will not be provided for this position Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. 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 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

Job Family Sales Support / Operations About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Provide leadership to a diverse team of financial services learning professionals. Create a learning ecosystem of instructional design, product, sales training, and in-person coaching to educate and engage external agents and financial advisors, and internal sales and distribution colleagues. Build relationships and collaborate with cross-functional teams in the design and implementation of innovative learning solutions. Ideal candidate must have managed a large team of training professionals across the insurance or financial services industry. Responsibilities: Develop and manage the strategic roadmap for the learning and development function across the business. Collaborates with stakeholders to develop strategic training plans that align with business goals and needs Leads a team of learning professionals; provides guidance, support, and development opportunities. Design and deliver user-centric learning programs, leveraging a variety of delivery methods, strategies, and technologies Lead by example and can deliver training education programs virtually and in-person. Evaluate training effectiveness and return-on-investment (ROI) of training initiatives. Collaborate with divisional leadership and senior management while utilizing customer feedback to develop robust learning plans. Develop and monitor metrics to measure the impact of learning programs on business outcomes. Stay current with industry trends and best practices in learning and development to continuously innovate learning programs. Serve as a thought leader and internal consultant on learning and development-related topics. Ensure compliance with relevant regulations and policies. Qualifications: Bachelor's degree in adult learning, organizational development, instructional design, or equivalent experience Experience in the financial services industry 10+ years of experience in learning and development Experience conducting field training that supports sales or product education Experience managing a team Strong track record (KPIs) in training development and design Outstanding verbal and written communication and facilitation skills Proficient in LMS tools and learning and development software Preferred Qualifications: Experience training financial professionals, agents, advisors, or brokers Bilingual a plus (Spanish or Chinese) Working Conditions: Moderate travel (up to 20%) **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** The Salary for this position generally ranges between $155,000-$165,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation 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 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