Job Description Summary
As a member of Transamerica Retirement Solutions, the Regional Vice President is responsible for the sale of qualified retirement plans to small and mid-sized markets through all channels of financial intermediaries including banks, wire houses, regional broker dealers, employee benefit firms, etc. Works within an assigned territory to meet company objectives as a market leader.
Job Description
As a member of Transamerica Retirement Solutions, the Regional Vice President is responsible for the sale of qualified retirement plans to small and mid-sized markets through all channels of financial intermediaries including banks, wire houses, regional broker dealers, employee benefit firms, etc. Works within an assigned territory to meet company objectives as a market leader.
Job Description
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Responsibilities
- Prospect for new clients within and assigned territory to achieve sales goals.
- Develop a network of advisors, consultants, and other third party intermediaries focused on the retirement industry.
- Develop plan sponsor relationships through direct meetings with key contacts.
- Participate in proactive marketing campaigns.
- Manage a territory of target prospects.
Qualifications
- Three years of sales experience in the retirement plan industry
- FINRA Series 6 & 63
- Life & Health License
- In-depth understanding of the retirement market and ERISA
- Self-motivated with an instinctive sales acumen to organize thoughts and actions to meet sales goals
- Outstanding interpersonal, public speaking and presentation skills
- Ability to manage resources and to thrive in a fast-paced, high-volume environment
- Technical skills to use state-of-the-art tools
Preferred Qualifications
- Existing broker relationships within the assigned territory
Working Conditions
- Work remote from home
- Extensive travel to meet with prospects, advisors, and key intermediaries in the territory
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