See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

KJ

Keith Johnson

Intr. Retirement Plan Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Transamerica</span>
Intro Book
Retirement planning specialist with 10+ years of experience in financial services.
  • Claim this Profile
Location
Cedar Rapids, Iowa, United States, US
Skills
  • Financial Services
  • Retirement Planning
  • Retirement
  • Retirement Plan Consulting
  • Microsoft Excel
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Keith Johnson is a seasoned retirement planning professional with 10+ years of experience in financial services, including 6 years at Transamerica as an Intr. Retirement Plan Consultant. He has expertise in retirement planning, 401k administration, mutual funds, and customer service. Keith holds a Bachelor of Business Administration degree from the University of Dubuque.

Experience

  • Transamerica
    • Intr. Retirement Plan Consultant
  • Transamerica
    • Intr. Retirement Plan Consultant
      • Jul 2017 - Present
  • Newport Group
    • Overland Park, KS
    • Account Services Representative
      • Jul 2016 - May 2017
      • Overland Park, KS

      • Assisted Plan Administrators, Financial Advisors, and Human Resource managers with daily retirement plan functions, including payroll• Determined vested benefits per plan documents• Exhibit strong written and oral communication strengthening client and internal relationships• Managed time effec...

  • Haldex Brake Systems
    • Kansas City, Missouri Area
    • Senior Credit Services Rep. / Accounting Principals
      • May 2016 - Jul 2016
      • Kansas City, Missouri Area

      * Account receivables journal entries * Correct account balances with invoicing and crediting clients * Direct communication with clients via phone calls or email* Impact a backlog of payment corrections

  • Upper Lake Processing Services, Inc.
    • Overland Park, KS
    • Payment Corrections Agent
      • Apr 2015 - Apr 2016
      • Overland Park, KS
  • Transamerica
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Consultant
      • Oct 2014 - Dec 2014

      * Assisted Plan Administrators, financial advisors, and account managers with retirement plan functions

    • Retirement Services Specialist II
      • Sep 2011 - Oct 2014

      * Assisted participants with 401K, 403B, and other retirement plans * Communicated fund information and general investment objectives to participants * Educated participants on plan provisions, taxation, investment options, and retirement tools * Executed transactions including contributions, loans, rebalances, rollovers, transfers, and withdrawals * Responded to participant emails, phone calls, and web messages * Trained new retirement account representatives

  • APAC Customer Services
    • Supervisor
      • Aug 2007 - Jul 2011

Education

  • 1999 - 2001
    University of Dubuque

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles