Intermediate RFP Specialist

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.

Sales Support / Operations

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.

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.

For more information, visit

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.

• 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.

• 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.

• Knowledge of company products and…