Whitney Carter
About Whitney Carter
Whitney Carter serves as the Regional Vice President at Transamerica, focusing on holistic solutions in the employee benefits industry. With a background that includes roles at Sun Life and ADP, she has extensive experience in advocating for clients and integrating technology into benefits discussions.
Work at Transamerica
Whitney Carter has been serving as the Regional Vice President at Transamerica since 2022. In this role, she focuses on the Pacific Northwest region, where she provides leadership and strategic direction. Her responsibilities include advocating for clients and brokers by integrating technology into benefits conversations, which enhances the overall employee benefits experience.
Previous Experience at Sun Life
Prior to her current role, Whitney Carter worked at Sun Life for seven years, from 2015 to 2022. She held positions as both an Employee Benefits Sales Consultant and a Senior Employee Benefits Consultant. During her tenure, she operated in Washington, Alaska, and Montana, where she focused on delivering employee benefits solutions and navigating compliance regulations.
Education and Expertise
Whitney Carter studied at the University of Washington, where she earned a degree in Business Administration with a focus on Sales, Finance, and Philosophy from 2005 to 2009. She also attended the Michael G. Foster School of Business, further enhancing her knowledge in Business Management and Administration. Her expertise includes navigating compliance regulations and managing the cost of care within the employee benefits landscape.
Career Background
Whitney Carter's career includes various roles in the employee benefits and financial services sectors. Before her time at Sun Life, she worked at Principal Financial Group as an Employee Benefits Sales Representative from 2012 to 2015. She also held a position as a Senior District Manager at ADP from 2009 to 2012 and completed internships at Merrill Lynch and BizXchange in 2008 and 2009, respectively.
Focus on Employee Benefits Solutions
Whitney Carter is dedicated to providing holistic solutions in the employee benefits industry. She collaborates with consultants to create positive employee experiences through benefits interactions. Her approach emphasizes the integration of technology into benefits discussions, which aims to improve client and broker advocacy.