Joe Centofanti
Senior Client Executive at Transamerica
- Role
- Sr Mgr Client Executive at Transamerica
- Location
- North Salem, NY, US
- LinkedIn followers
- 500 followers
About Joe Centofanti
I am a tenured financial professional in the retirement services industry with a…
Experience
Sr Mgr Client Executive
Sep 2019 — Present · New York, NY, US
Strategic large market retirement plan professional that is responsible for the relationship management of defined contribution retirement plans that have $50M or more in assets. Ensure superior client satisfaction is achieved that leads to higher net promoter scores, retention of client relationships, help plan sponsors improve the optimization of their retirement plan that can lead their participants to a successful retirement.• Provide strategic and tactical planning through proactive meetings and interactions with financial advisors and clients.• Position additional products and service solutions using a consultative approach that will improve retirement plan outcomes and profitability.• Serve as the escalation point for service related issues. Identify root causes and design strategies to resolve; manage resources through to resolution.• Consult with clients and financial advisors on qualified plan design issues, plan enhancements and upgrades.• Consult with clients on participant communication and education objectives; develop a strategy for achieving desired goals. Provide reporting on the outcome of strategic business plans and implemented campaigns.• Manage RFP projects, evaluate plan pricing, develop a retention strategy and coordinate team resources. • Support Regional Vice President at finals meetings with presenting Transamerica service team, service model and customer experience.
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business Administration (BBA)
Skills
- Pensions
- Pension Funds
- Defined Contribution
- Employee Benefits
- Strategic Negotiations
- Defined Benefit
- Business Development
- Financial Services
- Service-Level Agreements (Sla)
- Series 6
- Management
- Business Planning
- P&L Analysis
- Series 7
- Plan Design
- Contract Negotiation
- Finra Series 6
- Pension Protection Act of 2006
- Customer Relations
- Relationship Management
- Series 63
- Erisa
- Asset Allocation
- Mutual Funds
- 401k
- Investments
- Customer Service
- Profit Sharing
- Qualified Retirement Plans
- Retirement Planning
- 401(K) Retirement Savings Plans
- Finra
- Business Relationship Management
- Strategic Planning
- Salesforce.com
- Negotiation
- Retirement
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.