About Us

Transamerica is a leading financial services company dedicated to helping people create financial freedom. We honor hard work, innovative thinking, and personal accountability, and we strive to provide a diverse and inclusive workplace.

Job Description Summary

Support and promote the sale of Transamerica products through retirement, estate, and wealth‑planning strategies. Serve as a consultant and liaison to the sales force, acting as a business partner to agents and brokers by answering questions and communicating opportunities.

Responsibilities

• Execute the strategy and goals outlined by the Vice President of Advanced Markets.
• Communicate retirement, estate, tax, and general financial planning concepts to wholesalers, agents, and buyers via phone, webinar, and in‑person presentations.
• Respond to and follow up on calls and emails from the field.
• Identify opportunities for department improvement and ensure information accuracy.
• Oversee and complete assigned duties within the department.
• Lead initiatives and projects that support sales opportunities.
• Develop and deliver seminars nationwide and present at industry conferences.
• Serve as a liaison to the sales force, producers, operations, marketing, and external advisors.
• Communicate industry, department, and sales updates to internal and external units.
• Act as the primary Advanced Markets point of contact for the assigned unit and maintain relationships.
• Lead development of sales, marketing, and training materials on Transamerica products and advanced strategies.
• Coordinate training for associates and Advanced Markets staff on financial planning and product application.
• Manage projects and coordinate with Advanced Market staff to complete deliverables.
• Model Advanced Markets conduct, commitment, and performance while supporting the Vice President in departmental management.

Qualifications

• Bachelor’s degree in a business‑related field.
• FINRA Series 6 and Series 63 licenses.
• Preferable credentials: JD, CFP, CLU, ChFC, CPA.
• Seven years of experience in retirement, estate, and wealth‑transfer planning.
• In‑depth knowledge of variable annuities, mutual funds, life insurance, and retirement plans.
• Strong written and verbal communication skills.
• Public‑speaking ability and presentation experience.
• Relationship building and interpersonal skills.
• Autonomous work style in a collegial environment.
• Customer‑service orientation.

Preferred Qualifications

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

Working Conditions

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

Salary

Generally ranges between $126,000 and $167,000 annually. The position is also eligible for a 20% annual bonus and sales/performance incentives.

What We Offer

For eligible employees, we provide a comprehensive benefits package designed to support personal and financial well‑being.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401(k) 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 hires.
• Ten paid holidays per year.
• Be Well holistic wellness program, including Wellness Coaching and Reward Dollars.
• Parental leave – fifteen days of paid 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 are committed to diversity and inclusion, and we regularly receive recognition for our efforts. Transamerica offers a wide range of diversity and inclusion programs and employee‑driven employee resource groups.

Giving Back

Transamerica partners with the Aegon Transamerica Foundation to support nonprofit organizations and community initiatives.

Transamerica’s Parent Company

Aegon acquired Transamerica in 1999. Aegon is an international financial services group serving approximately 23.9 million customers worldwide.*