Regional Vice President, Fixed Index Annuity

Company: Transamerica
Location: Richmond, VA 23173 (University Of Richmond area)

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Job Description Summary
Responsible for the distribution of Transamerica products for the Mid Atlantic Region.
Job Description


Responsibilities

  • Develop new business and maintain existing business relationships by conducting in-person sales meetings.
  • Provide advisers with up-to-date information on Transamerica Fixed Index Annuity products and business building ideas.
  • Reach out to prospective advisers within market to grow Transamerica’s sales and market share.
  • Manage business in partnership with Internal Wholesaler.
  • Allocate resources provided by Transamerica Capital, Inc.
  • Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required.
  • Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures.
  • Stay current on Transamerica products.


Qualifications

  • Bachelor’s degree in a business field or equivalent experience
  • Five years of sales experience in the financial services industry
  • FINRA Series 6 or 7, and 63
  • Outstanding communication and presentation skills
  • Excellent time management and organizational skills
  • Ability to work as part of a team
  • Proficient using technology


Preferred Qualifications

  • Master’s degree
  • External wholesaling of financial services products


Working Conditions

  • Work remote from home
  • Extensive travel within defined territory to visit clients and prospects