Director, Advice Center Sales
Aegon Asset Management
Job Family
Business Development / Direct Sales
About 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 Director of Advice Center Sales is responsible for the execution of strategic plans as a premier provider of financial services, including retail individual retirement accounts, asset consolidation into retirement plans, and life insurance sales to affiliates and direct-to-consumer. Develop management teams to provide superior service to internal and external customers through strategic service goals.
Job Description
Responsibilities
+ Coach and develop sales managers through regular individual and team interactions with a focus on leadership tools and principles to successfully meet sales goals.
+ Continually review and refine sales model (franchise) to assure the relevance of customer facing solutions and to expand (or contract) offerings as the markets dictate.
+ Work productively and proactively with Transamerica partners to ensure implementation of Advice Center sales initiatives, product and service offering distribution, and new business development.
+ Serve as a strategic thought leader and contributor to strategic direction for the business.
+ Hire, train, and develop staff.
+ Develop and communicate business unit goals to meet strategic objectives.
+ Establish measures for sales and team productivity to improve business unit net revenue.
+ Analyze, plan, and ensure implementation of product design and procedural changes in response to the product marketplace, regulatory environment, and staff fluctuations.
+ Manage compliance oversight of business operations. Help design, implement, and maintain processes to ensure business operations align with regulatory guidelines.
+ Identify ways to improve effectiveness and process efficiencies; initiate problem avoidance measures and remove barriers to providing quality sales and service.
+ Manage and troubleshoot customer expectations when there are escalated issues.
Qualifications
+ Bachelor’s degree in a business field or equivalent experience
+ Eight years of sales and sales management experience in the investment industry
+ FINRA Series 6, 63, 65/66, and 26 or higher (required to be approved to do business in all states)
+ Life insurance license
+ Leadership skills to develop and achieve sales goals and be a “change leader”
+ Excellent communication and presentation skills
+ Analytical, problem-solving skills, and decision-making skills
+ Ability to handle multiple responsibilities and meet related deadlines
Preferred Qualifications
+ MBA
+ CRPC, CFP, CLU, ChFC, or other professional designation
Working Conditions
+ Office or hybrid office/remote environment
+ Moderate travel
Compensation
**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 $135,000 - $160,000 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 of 17.5% based on the Company Bonus Plan/Individual Performance and is at Company discretion.
W orried 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 Em ployees
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 s ervice 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 - sponsor ed, 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 (https://www.transamerica.com/why-transamerica/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 (http://www.aegon.com/) 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
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 A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers . * For more information, visit www.transamerica.com .
* As of December 31, 2022
For more information about Transamerica’s privacy practices, click here. (https://transamerica.com/sites/default/files/files/e070d/job\_app\_0123.pdf)
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