Regional Vice President, Mutual Funds

🕒 May 20

Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of Transamerica

Transamerica

5001 - 10000 employees

Founded 1904

💸 Finance

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.

📋 Description

• Responsible for the distribution of Transamerica products for a defined territory. • Develop new business and maintain existing business relationships by conducting in-person sales meetings. • Provide advisers with up-to-date information on Transamerica products and business building ideas. • Reach out to prospective advisers within market to grow Transamerica’s sales and market share. • Manage business in partnership with Internal Wholesaler. • Allocate resources provided by Transamerica Capital, Inc. • Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required. • Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures. • Stay current on Transamerica products.

🎯 Requirements

• Bachelor’s degree in a business field or equivalent experience • Five years of sales experience in the financial services industry • FINRA Series 6 or 7, and 63 • Outstanding communication and presentation skills • Excellent time management and organizational skills • Ability to work as part of a team • Proficient using technology

🏖️ 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 • 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

Apply Now

Similar Jobs

🕒 May 20

Lincoln Financial

10,000+ employees

💸 Finance

👥 HR Tech

VP, Head of Relationship & Account Management at Lincoln Financial. Leading strategy and client engagement for the Mid/Large Market Plan Sponsor Experience team with a focus on growth.

🕒 May 20

Ensemble Health Partners

5001 - 10000

⚕️ Healthcare Insurance

☁️ SaaS

🏢 Enterprise

AVP, Pre-Access overseeing insurance verification and authorization for Ensemble's healthcare solutions. Responsible for onboarding service lines and ensuring operational efficiency in patient access.

🇺🇸 United States – Remote

💵 $111.8k - $150k / year

💰 Private Equity Round on 2022-03

⏰ Full Time

🔴 Lead

👔 Vice President

🕒 May 20

LEARN Behavioral

1001 - 5000

⚕️ Healthcare Insurance

📚 Education

Vice President managing center development and services for LEARN Behavioral. Leading strategic growth and operational oversight to enhance support for children with autism and special needs.

🕒 May 20

LEARN Behavioral

1001 - 5000

⚕️ Healthcare Insurance

📚 Education

Vice President driving center development at LEARN Behavioral, managing new openings and team growth. Collaborating with operational leadership to ensure strategic growth and development in healthcare.

🕒 May 20

LEARN Behavioral

1001 - 5000

⚕️ Healthcare Insurance

📚 Education

Vice President managing growth and operations of centers for a behavioral health organization. Leading strategic development, team management, and collaboration with operational leadership.