About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce and embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Job Family

Sales Support / Operations

Job Description Summary

Support and promote the sale of Transamerica products through retirement, estate and wealth planning strategies. Act as a consultant and liaison to the sales force and a business partner to their agents and brokers by providing answers to specific questions and by communicating, identifying and closing sales opportunities. Mentor, guide and train other staff members.

Responsibilities

• Execute the strategy and goals outlined by the Vice President of Advanced Markets.
• Communicate retirement, estate, tax and other general financial planning concepts to wholesalers and their agents, over the phone, via webinar and in person, to promote the sale of Transamerica products.
• Respond to and follow up on calls and emails from the field.
• Identify opportunities for department improvement and ensure the accuracy of information provided by the department.
• Oversee the completion of assigned duties within the department.
• Identify sales opportunities and lead projects to support such opportunities.
• Develop and deliver seminar presentations to a wide variety of audiences nationwide.
• Deliver presentations at industry and broker dealer conferences.
• Serve as a liaison to the sales force, producers, operations, marketing and other professional advisors, external sales unit and/or business unit.
• Communicate industry, department and sales updates to an assigned internal and external sales unit and/or business unit.
• Function as the primary Advanced Markets point of contact for the assigned unit and maintain the department's relationship with that unit.
• Lead initiatives and oversee the development and completion of sales, marketing and training materials on Transamerica products and advanced sales strategies for a variety of markets and distribution channels.
• Coordinate the training of producers, RVPs, IWs, other associates and Advanced Markets staff members on financial planning topics and the application of Transamerica products.
• Manage projects and coordinate with Advanced Market staff members to complete projects.
• Set the example for Advanced Markets conduct, commitment and performance; assist the Vice President, Advanced Market with management of the department as needed.

Qualifications

• Bachelor’s degree in a business related field.
• FINRA Series 6 and 63 licenses.
• One or more of the following: JD, CFP, CLU, ChFC, CPA.
• Seven years of experience in retirement, estate, and wealth transfer planning.
• In-depth knowledge in the use and taxation of variable annuities, mutual funds, life insurance and retirement plans.
• Written and verbal communication skills.
• Presentation skills with demonstrated experience in public speaking.
• Relationship building and interpersonal skills.
• Ability to work autonomously in a collegial environment.
• Customer service oriented.

Preferred Qualifications

• Graduate tax degree such as LLM, MBT, or MST.
• FINRA Series 63 license.
• FINRA Series 7 to be completed in 6 months.

Working Conditions

• Remote environment.
• Frequent travel (up to 40%).

Compensation

The salary for this position generally ranges between $126,000-$167,000 annually. The position is typically eligible for a 20% annual bonus based on the Company Bonus Plan/Individual Performance and may be eligible for sales and/or performance incentives.

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 new employees.
• Ten paid holidays per year.
• Holistic wellness program with Wellness Coaching and Reward Dollars.
• Parental leave – fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service.
• 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.

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. Transamerica offers a wide range of diversity and inclusion programs, including employee‑driven Employee Resource Groups.