Meeting & Events Planner

Job Family

Marketing - General

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.
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Job Description Summary

The Meeting and Events planner will plan and execute a variety of World Financial Group meetings and events. This person will work closely with clients, vendors, travel specialists and marketing coordinators to provide quality programs and the highest-level customer service to event participants.

Job Description

Responsibilities

* Plan small/medium size meetings and events and assist with larger meetings for employees and clients.

* Provide support to the client before, during and after meetings and events. Update and follow meeting checklists. Execute on-site support when applicable.

* Research meeting sites, hotels, and other vendors to compare services and cost estimates.

* Negotiate terms and conditions of contracts and ensure all company clauses are included.

* Create registration website. Develop necessary reports (rooming lists, manifests, etc.)

* Handle food and beverage selections, and determine needs for audio-visual, transportation, and other services as needed.

* Allocate planned budgets for meetings and events.

* Ensure materials (invites, websites, presentations, etc.) are compliance approved and meet brand standards.

* Maintain accurate and updated meeting records.

* Apply fundamental concepts; work on assignments of limited scope and complexity with some oversight; make recommendations for changes to procedures and perform varied work requiring some originality or ingenuity.

Qualifications

* Bachelor's degree in marketing or relevant field, or equivalent combination of education and experience

* Three years of related work experience

* Proficient computer skills including email, routine database activity, word processing, spreadsheets, graphics, etc.

* Excellent interpersonal skills and the ability to work with diverse personalities in a tactful and flexible manner

* Good reasoning skills and sound judgment

* Ability to handle multiple projects, while meeting related deadlines

* Preferred Qualifications

* Event management software (Stova, C-Vent or similar)

Working Conditions

* Office Environment

* Ability to lift and/or carry 25-30 pounds of audio/video equipment and other meeting materials

* Frequent Travel 25 to 50%

Compensation

* The Salary for this position generally ranges between $68,000- $83,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

* Additionally, this position is typically eligible for an…