Institutional Sales Director – Mountain/PacNorthwest Territory

Job not on LinkedIn

3 hours ago

Apply Now

Receive Emails with Similar Jobs

Transamerica

WebsiteLinkedInAll Job Openings

Finance • Insurance • Retirement

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

5001 - 10000 employees

Founded 1904

💸 Finance

📋 Description

• Prospect for new clients within assigned territory and achieve sales goals. • Develop a strong network of advisors, consultants, and other third party intermediaries that are focused on the retirement industry. • Develop plan sponsor relationships through direct meetings with key contacts at the plan sponsor. • Participate in proactive marketing campaigns. • Manage a territory of target prospects. • Travel extensively to meet with prospects, advisors, and other key intermediaries in the territory.

🎯 Requirements

• Bachelor’s degree or equivalent work experience • Minimum of 3 years of sales experience focusing on the mid-to-large plan institutional market and knowledge of all types of retirement plans and related investment products. • FINRA Series 6 & 63. • Preferred Qualifications: • FINRA Series 7 • Established relationships with retirement advisors, consultants and plan sponsors.

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service. • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. • Adoption Assistance • Employee Assistance Program • College Coach Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs