Intermediate RFP Specialist

Job Family

Sales Support / Operations

Job Description Summary

We are seeking a detail-oriented and highly organized RFP Specialist to join our Retirement team. This role is responsible for managing the end-to-end Request for Proposal (RFP) process, supporting business growth across mid-market, large market, mega, and pooled retirement plan opportunities. This position offers visibility across the organization and the opportunity to partner with cross-functional stakeholders, while owning multiple high-impact projects in a fast-paced environment.

Job Description

Responsibilities

• Manage the full lifecycle of RFP responses for retirement plan opportunities including research, analysis, quality control as well as new business and in-force clients.
• Collaborate on RFP responses with key contacts across business units and regional offices.
• Own multiple RFP projects simultaneously, ensuring adherence to strict deadlines and high-quality standards
• Lead internal strategy discussions to evaluate client needs, key requirements, and positioning
• Draft, format, and finalize RFP responses using internal tools and content libraries
• Collaborate with subject matter experts and cross-functional partners to gather and validate content
• Conduct quality reviews of responses, including peer review and continuous improvement of content
• Support a collaborative team environment by providing feedback and contributing to shared deliverables
• Assist with special projects and process improvements as needed
• Manage tight deadlines as determined by RFP workflows.

Qualifications

• Bachelor's degree in a business field or equivalent education/experience
• One year of RFP experience or three years of relevant retirement industry experience (e.g. marketing, sales, customer care)
• Written and verbal communication skills to prepare proposals and consult with contacts
• Project management and organizational skills to handle competing deadlines
• Problem solving, research and analytical skills to make sound judgments on information provided to prospective clients
• Strong attention to detail
• Proficiency using MS Word

Preferred Qualifications

• Knowledge of company products and administrative services

Working Conditions

• Hybrid

*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.**

Compensation:

The salary for this position generally ranges between $61,000-$72,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

• We will never request personal information such as ID or payment for equipment upfront.

• Official offers are sent via DocuSign following a verbal offer—not through text or email.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

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

• 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

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re 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.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 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.

* As of December 31, 2023