Heather Taylor
Lead Client Executive, Workplace Solutions @Transamerica
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WORK HISTORY
Lead Client Executive, Workplace Solutions @Transamerica
Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans. Handles relationship management through required client visits and proactive phone contact. Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness.
EDUCATION
The University of Akron
Bachelor's degree
ABOUT HEATHER TAYLOR
Sr. Manager, Client Engagement, Workplace Solutions
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