Rep Relations Specialist
Posted 2025-04-06Job 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 unleashed by 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.
Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit www.transamerica.com
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Who We Are
Transamerica has been making financial services available to the many, not just... the few, for more than 100 years. WeÂre a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. TransamericaÂs dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building AmericaÂs leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).
Job Description Summary
Serve as a main point of contact for the field force to provide information and guidance on licensing and appointments, commissions, coding, errors and omissions, mywfg.com website, systems, and other operational functions related World Financial Group (WFG), World Financial Group Independent Agents (WFGIA), and Transamerica Financial Advisors (TFA).
Job Description
Responsibilities
 Answer inbound calls and emails from the field force regarding licensing and appointments, commissions, coding, points, marketing promotions, and other operational functions. Obtain information from a variety of sources/systems and analyze account activity, products, and programs as needed.
 Monitor process queues to ensure service level agreements are met.
 Assist field force with navigation of various tools offered on the WFG website, WFG mail, MS Dynamic, etc.
 Develop and maintain relationships with the field force; help set expectations on processing times, peak times, etc.
 Participate in conference calls to stay up-to-date on available marketing programs.
Qualifications
 BachelorÂs degree in a business field or equivalent education/experience
 Two years of call center, customer service, or related work experience
 Excellent written and oral communication skills
 Strong customer service skills
 Strong problem-solving and decision-making skills
 Ability to prioritize multiple responsibilities, including high-volumes calls and processing
 Attention to detail
 Technical aptitude to assist field force with system navigation
 Proficiency using MS Office
Preferred Qualifications
 Experience in the financial services industry, including products, services, and general operational procedures
 Knowledge of WFG
Working Conditions
 Remote environment
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.**
The Salary for this position generally ranges between $18.00 Â 19.50/hr. 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.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
 Competitive Pay
 Bonus for Eligible Employees
Benefits Package
 Pension Plan
 401k Match
 Employee Stock Purchase Plan
 Tuition Reimbursement
 Disability Insurance
 Medical Insurance
 Dental Insurance
 Vision Insurance
 Employee Discounts
 Career Training & Development Opportunities
Health and Work/Life Balance Benefits
 Paid Time Off starting at 160 hours annually for employees in their first year of service.
 Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
 Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
 Parental Leave  fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
 Adoption Assistance
 Employee Assistance Program
 College Coach Program
 Back-Up Care Program
 PTO for Volunteer Hours
 Employee Matching Gifts Program
 Employee Resource Groups
 Inclusion and Diversity Programs
 Employee Recognition Program
 Referral Bonus Programs
 Peer Recognition Program (BRAVO)
 As of December 31, 2022
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. WeÂre 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.
https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation
TransamericaÂs Parent Company
Aegon
acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 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
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