Director Advisor Engagement - Transamerica Financial Advisors (TFA)

Job Family

Sales Support / Operations

About Us 

 

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

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). 

Job Description Summary

The Director of Sales Support - TFA is responsible for identifying and acting on approved opportunities to grow the securities business and assets under management for Transamerica Financial Advisors (TFA). Works closely with the President of TFA and the World Financial Group (WFG) leadership team to ensure prioritization of sales support initiatives and alignment with WFG strategy.

Job Description

Responsibilities

• Increase firm revenue by providing sales support services for our brokerage, advisory and insurance product platforms.
• Drive sales of securities and advisory products through execution of events, training programs, and sales desk phone support.
• Create and lead a sales support function that proactively helps advisors navigate TFA and its available capabilities.
• Support field leadership with identifying securities licensed reps that have capacity for increased productivity and develop a plan for implementation.
• Serve as chief relationship officer for TFA – wholesaling the TFA platform, developing meaningful relationships, and collecting feedback for improvement.
• Operate as a business leader for TFA conferences and strategic sponsor resource utilization, and oversee training, calendar content and scheduling.

• Collaborate with product and platform providers (insurance carriers, Fidelity, asset managers, etc.) to leverage thought leadership and sales support content.                    
• Collaborate with Marketing on digital marketing, websites, social media, and other channel marketing initiatives to increase TFA’s awareness of products and platforms.
• Develop and maintain relationships with field managers and agents; act as a change agent and sounding board to develop solutions and resolve issues.
• Analyze current and past financial data, such as sales reports, and provide strategies to cut costs and increase revenue.

Qualifications

• Extensive financial services experience, including managing sales professionals (typically 10 or more years)
• In-depth knowledge of security and advisory products
• Experience providing sales support services, preferably for brokerage and advisory professionals
• FINRA Series 6, 63, and 65
• Excellent communication, presentation, and relationship-building/relationship-management skills
• Analytical and problem-solving skills to interpret data and make business decisions

Preferred Qualifications

• Bachelor’s degree in a business field
• Sales background/experience
• Management experience on a sales support desk

Working Conditions

• Office or hybrid office/remote environment
• Extensive travel to meet with field agents and prospects, and attend company and industry events

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

The Salary for this position generally ranges between $160,000- $175,00 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.

What We Offer  

 

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. 

 

Compensation Benefits 

• 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

• 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

• Peer Recognition Program (BRAVO)

  

* As of December 31, 2022 
 

Inclusion & Diversity  

  

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. 

  

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. 

   

Giving Back  

  

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. 

  

https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation  

  

Transamerica’s Parent Company  

 

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has  grown into an international company serving more than 29.5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.   

 

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