Regional Vice President, Mutual Funds

🕒 il y a 16 jours

⚜️ Louisiana, Mississippi, +1 états de plus – Distant

info

💵 $50 000 / an

⏰ Temps Plein

🔴 Expert

👔 Vice-président

🦅 Parrain de Visa H1B

info

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Transamerica

Transamerica

5001 - 10000 employés

Fondée en 1904

💸 Finance

Finance • Insurance • Retirement

Transamerica est une entreprise de services financiers qui offre une gamme diversifiée de produits et services, y compris l'assurance vie, la planification de la retraite, les fonds communs de placement, les rentes et les avantages sociaux des employés. Elle vise à aider les individus à planifier leur avenir financier et à vivre leur meilleure vie en proposant des outils, des formations et des conseils basés sur la recherche. Transamerica collabore avec des institutions et des conseillers pour fournir des solutions et des services conçus pour répondre aux besoins évolutifs des individus et des employeurs. Elle se concentre également sur la sécurité de la retraite et la gestion des investissements, en mettant l'accent sur l'innovation et le leadership dans l'industrie financière.

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.

🎯 Exigences

• 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

🏖️ Avantages

• 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

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