Job Family Sales Support / Operations
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 key 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 and 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
Serve as the main point of contact for field office CEOs, EVCs (or higher), office assistants, and field force to provide information and guidance on licensing and appointments, commissions, coding, errors and omissions, mywfg.com website, systems, and other operational functions related to World Financial Group (WFG) and World Financial Group Insurance Agency (WFGIA) of Canada. Proactively resolve issues and maintain relationships with the field and operational teams to ensure service level agreements are met. This bilingual role requires fluency in French and English to support business needs and meet essential job functions, including written and verbal communications with the field force, operational teams, and other stakeholders.
Job Description Responsibilities
Use in-depth knowledge of business processes, products, and services to resolve escalated issues; provide guidance on compliance requirements, regulatory changes, required forms/disclosures, and identify potential regulatory concerns.
Monitor process queues to ensure service level agreements (SLAs) are achieved.
Participate in testing, implementation,



and delivery of results for projects and initiatives supporting the company and field force.
Develop, maintain, and update operational procedures and documentation as needed.
Respond to inbound calls and emails from the field force regarding licensing, appointments, commissions, coding, points, marketing promotions, and other operational matters; research and analyze account activity, products, and programs using multiple systems.
Communicate fluently in French and English, both verbally and in writing, to support French-language inquiries and business operations.
Develop training materials and assist the field force with navigation of company tools and platforms, including the WFG website, WFG Mail, CRM systems, and related resources.
Build and maintain strong relationships with the field force, setting expectations regarding processing timelines, service levels, and peak-volume periods.
Participate in conference calls and other forums to remain current on available marketing programs and business initiatives.
Identify opportunities to improve service delivery and platform utilization and serve as a subject matter expert on projects that enhance user experience and operational effectiveness.
Qualifications
Bachelor’s degree in a business field or equivalent education/experience
Five years of related experience
Strong knowledge of the financial services industry, including products, services, and general operational procedures
Fluency in French and English, verbal and written, sufficient to perform essential job functions, including daily or frequent communication with French- and English-speaking field force members, operational teams, and other stakeholders
Excellent written and oral communication skills
Strong customer service skills
Strong problem‑solving and decision‑making skills
Ability to prioritize multiple responsibilities, including high‑volume calls and processing unit
Attention to detail
Technical aptitude to train and assist field force with system navigation
Proficiency using MS Office
Preferred Qualifications
Knowledge of WFG and systems currently in use
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 $61,000 - $70,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Please note that this position is currently vacant within the Company. Artificial Intelligence will be used to preliminarily screen potential candidates for this vacancy, but it will not be used to assess – or ultimately select – any applicant for the vacancy Canadian Health and Work/Life Balance Benefits:
Competitive Paid Time Off Ten (10) paid holidays per year Ten (10)



sick days per year Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave Adoption Assistance Employee Assistance Program College Coach Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Peer Recognition Program (BRAVO) United States Only Benefits Below:
Canadian Health and Work/Life Balance Benefits: Competitive Paid Time Off Ten (10) paid holidays per year Ten (10) sick days per year Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave Adoption Assistance Employee Assistance Program College Coach Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Peer Recognition Program (BRAVO) United States Only Benefits Below:
Benefits
®This job description is not a contract of employment nor for any specific job responsibilities. 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.

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📌 Sr Client Relations Specialist – French Bilingual (Call Center) (Ontario)
🏢 Transamerica
📍 Ontario