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Transamerica

Part of Aegon

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Retirement Planning Consultant - Retirement Planning Consultant Transamerica Employee Review

1.0
Jan 9, 2024
Recommend
CEO approval
Business Outlook

Pros

The role is mostly remote.

Cons

If you interview, the median salary is $95k, do not come in for less as you will be left behind no matter your results. You have the opportunity for additional monthly bonuses by referring clients to their advice center in Minnesota. Unfortunately, that advice center regularly calls in on your clients, regardless of your notes or opportunities in salesforce.com. Wild wild west mentality and leaves for a bad client experience.

Explore other reviews about Transamerica

5.0
Jun 30, 2026
Recommend
CEO approval
Business Outlook

Pros

As a producer, there is unlimited income potential.

Cons

People have to see a need to sit down and talk with you, which can sometimes be discouraging.

2.0
Jun 5, 2026
Recommend
CEO approval
Business Outlook

Pros

great account management team. Great bosses. pension. decent benefits. managers allow flexibility.

Cons

the account managers are the only ones held accountable. other departments don't answer emails for weeks, don't do their jobs and no one in upper management cares. directly effects account managers so you get yelled at by clients and brokers a lot. don't get paid enough to do the job of the account manager and take on the other departments work.

1
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