About Us

Apply fast, check the full description by scrolling below to find out the full requirements for this role. 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.*

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