Regional Director - REPS
Work From Home, USA
Job Family
Business Development / Direct SalesAbout 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
Oversees the management and development of one or more regional teams of Retirement Planning Consultants that provide education, planning services and advice to plan participants of major retirement plan clients for Transamerica. Works closely with Client Executives and other leaders within the Advice Center to ensure overall communications program, education and Advice Center objectives are met. Responsible for profit/loss of region.Job Description
Responsibilities
- Oversee staff recruitment, performance management, product/systems training and sales coaching.
- Manage multiple managers or regional managers.
- Develop policies, procedures, and best practices for the division while ensuring compliance with regulations, company policies, and client expectations.
- Provide on-going evaluation …
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Work from Home Work From Home, USA
Benefits/PerksComprehensive benefits package Diverse workforce Employee growth opportunities Positive environment Work From Home
Tasks- Ensure client satisfaction
- Manage budgets
- Resolve customer issues
Analytical Annuities Business Development Client service Coaching Communication Compliance Delivery Direct Sales Discretion Employee Benefits Excel Finance Financial Services FINRA Series 6 Insurance Insurance policies Interpersonal Investment solutions Life Insurance Marketing MS Office Mutual funds Operational processes Organization Performance Management Policy Development PowerPoint Problem-solving Relationship building Reporting Retirement planning Retirement plans Retirement Solutions Sales Technology Training Training Programs Webinars Word
Experience5 years
EducationBusiness Communications Equivalent Finance Marketing
CertificationsFINRA Series 6 FINRA Series 63 Series 6 Series 63
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9