What Success Looks Like:
- Identify, grow, and maintain key relationships with RIA’s to gain market share of Transamerica annuity products.
- Build and execute on an effective territory management plan that engages assigned internal distribution partners, encourages proactive industry networking, and allows for effective support of the immediate team as well as the larger organization.
- Utilize relationship management and sales skills to serve as a subject matter expert.
- Drive long term relationships through effective structuring and negotiations of contracts and agreements with various stakeholders.
- Collaborate with key internal stakeholders, such as sales, product, and functional leadership.
- Execute on business plans and meet key activity and sales metrics as established by the organization.
- Attend regional RIA conferences and conduct in person meetings to provide education to RIA’s.
- Demonstrate mastery of annuity products, utilization of thought leadership content on wealth and health related concepts, and general financial education.
What You Need:
- Bachelor’s degree in a business related field or equivalent work experience
- Five years of financial services industry experience, including three years working directly with RIA’s
- FINRA Series 7 and 63
- Excellent understanding of investing, asset allocation, and capital markets
- Outstanding communication, interpersonal, and relationship building skills
- Excellent presentation, writing, and analytical skills to engage with clients, prospects, and sub advisors in the areas of financial analysis and planning, life events, and economic topics
- Self-motivated and able to work as part of a team in a fast paced environment
- Proficiency using MS Office tools
Preferred Qualifications:
- Five years of external sales experience
- CFA, CIMA, CFP, CPA or other relevant designations
- Knowledge of Transamerica annuities and TAA product features
Working Conditions:
- Office environment or work remote from home
- Extensive travel in territory (75%)
This job description is not a contract of employment nor for any specific job responsibilities. The company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable Human Resources Business Partner should be contacted to evaluate the accommodation request.
What You Receive:
A Comprehensive Wealth + Health package: It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you’ll come to discover, Wealth + Health is a central part of everything we do!
Wealth Benefits: Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship
Health and Work/Life Balance Benefits: Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.
Our Culture:
At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?
- Acting as One… fosters an environment of positive collaboration
- Accountability… allows us to own the problem as well as the solution
- Agility… inspires new ideas, innovation and challenges the status quo
- Customer Centricity… encourages an above average and beyond approach to our customers
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