Regional Vice President – Retirement Mid Markets

🔥 4 hours ago

🏄 California – Remote

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💵 $90k - $100k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

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👻 Ghost score 0%

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Logo of Transamerica

Transamerica

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

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

• Prospect for new clients within an assigned territory to achieve sales goals • Develop a network of advisors, consultants, and other third-party intermediaries focused on the retirement industry • Develop plan sponsor relationships through direct meetings with key contacts • Participate in proactive marketing campaigns • Manage a territory of target prospects • Sell qualified retirement plans to small and mid-sized markets through financial intermediaries including banks, wire houses, regional broker dealers, and employee benefit firms • Travel to meet with prospects, advisors, and key intermediaries in the territory

🎯 Requirements

• Three years of sales experience in the retirement plan industry • FINRA Series 6 & 63 • Life & Health License • In-depth understanding of the retirement market and ERISA • Self-motivated with sales acumen to organize thoughts and actions to meet sales goals • Outstanding interpersonal, public speaking and presentation skills • Ability to manage resources and thrive in a fast-paced, high-volume environment • Technical skills to use state-of-the-art tools • Existing broker relationships within the assigned territory (preferred) • Extensive travel greater than 50%

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Paid Time Off starting at 160 hours annually for employees in their first year of service • Ten (10) paid holidays per year • 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 • 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 • Annual Bonus based on the Company Bonus Plan/Individual Performance and at Company Discretion • May be eligible to earn commissions based on applicable sales incentive plan(s)

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