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 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 . 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 and critique of managers and subordinates. Review evaluations conducted by managers to achieve consistency within the organization. + Establish and drive individual and team goals; assess training and coaching needs. + Ensure high client service and satisfaction scores via touch point surveys and Net Promoter Scores. + Refine the education delivery mechanisms and operational processes to provide a consistent and scalable business model. + Develop training programs, communication tools, and reporting processes to support team growth and sales results. + Display commitment to employee growth and development by conducting fair and constructive performance appraisals; actively engage in employee training, and maintain and monitor quality indicators and compliance policies. + Identify opportunities for efficiency improvements and implement quality solutions. + Develop and manage team budget and develop plans to achieve revenue and expense targets. + Partner with other areas of the Advice Center and TA Retirement Solutions as an integrated extension of the participant education and Advice program. + Provide support to the Sales team in sales finals or sale finals presentations. Qualifications + Bachelor’s degree in business or finance, or equivalent industry experience. + Seven years of sales/marketing/education experience in the financial services/insurance industry. + Five years of supervisory experience. + In-depth investment knowledge. + FINRA Series 6 or 7. + FINRA Series 63 or obtain within six months. + Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC) or obtain within 12 months . Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC. + Management skills to lead, coach, develop and motivate staff. + Advanced communication skills to present information to a wide-variety of audiences. + Interpersonal and relationship building skills to promote services and motivate staff. + Analytical and problem-solving skills to analyze trends/manage budgets and resolve customer issues. + Proficiency using MS Office (Word, PowerPoint, Excel). Preferred Qualifications + Experience conducting presentations, hosting webinars and GoToMeeting events. + Life insurance license. + CFP Working Conditions + Work remote from home. + Travel (up to 20%) for site visits and meetings with internal partners, and traveling with team. 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 $105,000 - $125,000 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 15% based on the Company Bonus Plan/Individual Performance and is at Company discretion. 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 + 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 - 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 in 1994. Through a mix of financial grants and the volunteer efforts of our employees, th e 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 (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 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.   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)