Regional Vice President - Life (Seattle)
Work From Home, USA, United States
Job Family
Regional / Field SalesAbout 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. 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.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Job Description Summary
The Regional Vice President is responsible for achieving sales goals within a specified territory by providing sales and marketing support, customer service, and education on Transamerica products and services. Focus on driving revenue growth and supporting the sales of life products and fixed index annuity products for the WFG producers located in their assigned territory.Job Description
Responsibilities
- Execute a marketing plan to maintain and grow territory and assigned agencies/accounts.
- Partner with assigned agencies/accounts to make Transamerica their carrier of choice.
- Maintain a working knowledge of related sales concepts.
- Work closely with Internal Sales Desk and Marketing to support agencies/accounts.
- Maintain proactive, positive, and meaningful communication with agencies/accounts, home office, and other members of the sales team.
- Maintain a regular rotation for responsible area of coverage.
- Facilitate meetings as needed and schedule follow up appointments.
- Attend appropriate meetings within assigned territory – agency, industry.
- Work to best utilize resources from Home Office, Marketing, and Underwriting.
- Train, educate, and support distributors within assigned territory.
- Understand the operational aspects of major accounts.
- Manage travel and expense in line with established budget.
Qualifications
- Bachelor’s degree in a business field or equivalent experience
- Three years of insurance industry experience, including one year in wholesaling
- Proven sales results
- Strong presentation and organizational skills
- Outstanding communication, negotiation, and interpersonal skills
- Exceptional customer service focus
- Ability to learn and communicate Transamerica’s products, features, tools and services.
- Basic computer knowledge
Preferred Qualifications
- FINRA Series 6 and insurance licenses
- Professional designations (CLU, ChFC, CFP, CLTC)
- Financial services/brokerage industry experience
Working Conditions
- Remote environment
- Extensive travel (75%)
Compensation
The salary for this position is generally $ 50K. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Bonus Eligibility
This position is also typically eligible for Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
Commissions
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.
Worried about not having every single qualification listed? It’s okay. If it’s a role you’re interested in, we encourage you to apply. Employees who enjoy their jobs are one of our favorite things.
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
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.
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 23.9 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.
* As of December 31, 2023
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Job Profile
Work from Home Work From Home, USA
Benefits/PerksCollaborative environment Comprehensive benefits package Diverse workforce Diversity and Inclusion Positive environment Work From Home
Tasks- Achieve Sales Goals
- Execute marketing plan
- Facilitate meetings
- Maintain communication
- Support agencies/accounts
- Train and educate distributors
Annuities Annuity Brokerage Coaching Communication Customer service Discretion Education Employee Benefits Finance Financial Services FINRA Series 6 Insurance Interpersonal Investment solutions Life Insurance Marketing Marketing Support Negotiation Organizational Presentation Research Retirement plans Retirement Solutions Revenue growth Sales Training Underwriting Wholesaling
Experience5 years
EducationBusiness Business Field Communications Equivalent Equivalent experience Finance Marketing
Certifications 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