Heather Willie

Heather Willie is a seasoned retirement plan specialist currently serving at Sentry since August 2023, where the role involves consulting with business owners and key decision-makers on 401(k) plan design and fiduciary risk management. Prior experience includes serving as a Senior Competitive Analyst at Transamerica from February 2021 to August 2023, analyzing the retirement plans market and contributing to research and development. Heather also held the position of Sales Consultant at Transamerica from November 2014 to December 2020, assisting in data analysis for prospect presentations. Earlier roles include a Senior Internal Sales Consultant at Great-West Retirement Services, leading sales strategy and operations for substantial 401(k) plans, and as a 401(k) Sales Coordinator, managing a team to support regional sales efforts.