H-1B Visa Client Executive Jobs
Client Executive roles sit squarely within H-1B visa specialty occupation territory, requiring a bachelor's degree in business, marketing, or a related field. Employers filing H-1B petitions for this title must certify a prevailing wage through the DOL before USCIS approves the petition, and the 85,000-cap lottery applies unless your employer qualifies for a cap-exempt filing.
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Account / Relationship Management
About us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.
Job Description Summary
Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also be responsible for Defined Benefit, Defined Contribution and Total Retirement Outsourcing.
Job Description
Responsibilities
- Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews.
- Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach.
- 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 advisors on qualified plan design issues.
- Interpret and explain plan provisions to accomplish client goals.
- Analyze and interpret discrimination testing rules and results; consult on solutions.
- Consult with client and advisors on plan enhancements and upgrades, including conversion of older investment contracts to newer products.
- Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products.
- Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors.
- Consult with clients on participant communication strategies and options.
- Schedule workshops and facilitate fulfillment of enrollment materials.
- Provide reporting on the success of strategies and programs.
- Consult with clients on plan termination issues; submit plan termination requests for processing.
- Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.
- Ensure a balance is kept between competing interests of clients and providers.
- Manage special projects as assigned.
Qualifications
- Bachelor’s degree in a business related field or equivalent education/experience.
- Ten years of retirement industry or similar experience.
- FINRA Series 6 and 63, or obtain within 6 months of job entry date.
- Life and Health insurance license(s), as required by state(s), or obtain within 12 months of job entry date.
- Thorough understanding of ERISA and retirement industry trends.
- Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions.
- Excellent communication, presentation and relationship-building skills.
- Decision-making and problem-solving skills.
- Research skills and attention to detail.
- Proficiency using MS Office tools.
Preferred Qualifications
- Advanced skills in MS Word, Excel and PowerPoint.
Working Conditions
- Remote (Field/Travel) Environment
- Frequent Travel 25 to 50%
Compensation
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.
The salary for this position generally ranges between $110,000 - $150,000 annually. This range is an estimate, based on potential qualifications and operational needs, and salary may vary above or below these amounts as permitted by applicable law.
In addition to the base salary, this position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
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.
Job Family
Account / Relationship Management
About us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.
Job Description Summary
Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also be responsible for Defined Benefit, Defined Contribution and Total Retirement Outsourcing.
Job Description
Responsibilities
- Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews.
- Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach.
- 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 advisors on qualified plan design issues.
- Interpret and explain plan provisions to accomplish client goals.
- Analyze and interpret discrimination testing rules and results; consult on solutions.
- Consult with client and advisors on plan enhancements and upgrades, including conversion of older investment contracts to newer products.
- Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products.
- Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors.
- Consult with clients on participant communication strategies and options.
- Schedule workshops and facilitate fulfillment of enrollment materials.
- Provide reporting on the success of strategies and programs.
- Consult with clients on plan termination issues; submit plan termination requests for processing.
- Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.
- Ensure a balance is kept between competing interests of clients and providers.
- Manage special projects as assigned.
Qualifications
- Bachelor’s degree in a business related field or equivalent education/experience.
- Ten years of retirement industry or similar experience.
- FINRA Series 6 and 63, or obtain within 6 months of job entry date.
- Life and Health insurance license(s), as required by state(s), or obtain within 12 months of job entry date.
- Thorough understanding of ERISA and retirement industry trends.
- Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions.
- Excellent communication, presentation and relationship-building skills.
- Decision-making and problem-solving skills.
- Research skills and attention to detail.
- Proficiency using MS Office tools.
Preferred Qualifications
- Advanced skills in MS Word, Excel and PowerPoint.
Working Conditions
- Remote (Field/Travel) Environment
- Frequent Travel 25 to 50%
Compensation
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.
The salary for this position generally ranges between $110,000 - $150,000 annually. This range is an estimate, based on potential qualifications and operational needs, and salary may vary above or below these amounts as permitted by applicable law.
In addition to the base salary, this position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
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.
See all 108+ H-1B Visa Client Executive Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Client Executive Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Client Executive
Frame your degree for specialty occupation
USCIS evaluates whether your specific degree field directly relates to Client Executive duties. A general business or marketing degree typically clears the bar, but a liberal arts degree needs a clear connection to client management or revenue strategy documented in your application.
Target employers with consistent LCA filing history
Use the OFLC Wage Search to filter Labor Condition Applications by the SOC code for sales and client-facing roles. Employers who file repeatedly for this title already understand the specialty occupation argument, which reduces your risk of an RFE during adjudication.
Search verified H-1B sponsors on Migrate Mate
Filter Client Executive openings on Migrate Mate by employers with documented H-1B filing history for this role. That narrows your search to companies that have already cleared the specialty occupation hurdle with USCIS for this specific position type.
Align your offer letter with DOL wage requirements
Before signing, verify that your offered base salary meets at least the Level I prevailing wage for your metro area under the DOL's wage determination. Offers below the certified LCA wage level will trigger a USCIS denial regardless of how strong your specialty occupation evidence is.
Negotiate cap-exempt filing if your employer qualifies
If your prospective employer is a university, nonprofit research institution, or government entity, your H-1B petition bypasses the lottery entirely. Many Client Executive roles at hospital systems or university-affiliated organizations qualify, cutting your wait from a lottery outcome to a direct filing.
Time your job search around the April filing window
H-1B cap-subject petitions for October 1 start dates require USCIS registration in March. If you're on OPT, confirm your EAD expiration relative to that timeline so your employer can file with enough runway for the 60-day grace period if your OPT ends before October 1.
H-1B Visa Client Executive: Frequently Asked Questions
Does a Client Executive role qualify as an H-1B specialty occupation?
Yes, as long as the position requires at least a bachelor's degree in a directly related field such as business, marketing, communications, or a related discipline. The employer must document this requirement in the LCA and petition. Generic client-facing sales roles without a degree requirement don't qualify, so the job description needs to specify the educational prerequisite explicitly.
Which SOC code does USCIS use for Client Executive positions?
Client Executive roles are typically filed under SOC 11-2022 (Sales Managers) or 41-3099 (Sales Representatives, Services, All Other), depending on how the employer defines the role. The SOC code drives the prevailing wage level on the LCA, so confirm with your employer which code they intend to use before the DOL certification is filed. You can cross-reference the role's duties on O*NET.
How do I find employers who have sponsored H-1B visas for Client Executive roles?
Migrate Mate filters job listings by verified H-1B filing history, so you can identify employers who have successfully petitioned for this specific role type. You can also search DOL disclosure data through OFLC Wage Search to see which companies have filed LCAs under the relevant SOC codes for client management and sales positions in your target metro area.
Can my employer file my H-1B petition before I receive my full commission structure?
Yes, but the LCA must certify a base wage that meets the prevailing wage for the role and location. Variable compensation like commissions can supplement that base but cannot substitute for it. USCIS requires the employer to guarantee the certified wage regardless of performance, so commission-heavy offers need a base component that independently satisfies the DOL wage requirement.
What happens to my H-1B status if I move from one Client Executive role to another employer?
You need to file an H-1B transfer petition with the new employer before your last day at your current job. Under AC21 portability, you can start working for the new employer once the transfer petition is filed and receipted, without waiting for approval. The new employer files a fresh LCA and I-129, and your cap-subject status carries over so no new lottery slot is required.