Brenda Taylor
About Brenda Taylor
Brenda Taylor serves as the Director, Client Executive at Transamerica Retirement Solutions, where she has worked for 25 years. She manages client relationships with significant assets and has a background in sales and finance.
Work at Transamerica
Brenda Taylor has been employed at Transamerica Retirement Solutions since 1999, serving as the Director, Client Executive. In this role, she manages client relationships with assets ranging from $10 million to $650 million. Taylor coordinates a team of education consultants, facilitating 150 education meeting days each year. Her extensive experience in this position spans over 25 years, contributing to the company's client engagement and service delivery in the Spokane, Washington Area.
Previous Experience at Aon
Before joining Transamerica, Brenda Taylor worked at Aon as a Sales Representative/Consultant from 1994 to 1998. During her four years in the Portland, Oregon Area, she developed her skills in client management and sales strategies, laying the groundwork for her future success in the retirement solutions sector.
Education and Expertise
Brenda Taylor studied at Washington State University, where she earned a Bachelor of Business Administration (BBA) with a focus on Accounting and Finance. Her educational background supports her expertise in financial management and client relations within the retirement solutions industry. Additionally, she has completed the Certified Employee Benefit Specialist (CEBS) designation, further enhancing her professional qualifications.
Sales Achievements
In 2014, Brenda Taylor qualified for a sales trip by achieving a position among the top three sales dollars within her organization. This accomplishment highlights her effectiveness in driving sales and managing client relationships, contributing to her recognition in the industry.
Licenses and Certifications
Brenda Taylor holds several professional licenses, including FINRA Series 6 and 63 licenses, as well as a Life and Health Insurance license. These certifications demonstrate her commitment to maintaining industry standards and her ability to provide comprehensive financial services to her clients.