Regional Vice President – Annuities

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Cultivate new business opportunities and sustain existing client relationships through face-to-face sales meetings.

• Equip advisers with the latest information on Transamerica products and innovative business strategies.

• Connect with potential advisers in the market to enhance Transamerica’s sales and market presence.

• Collaborate with the Internal Wholesaler to manage business effectively.

• Utilize resources supplied by Transamerica Capital, Inc.

• Engage in national and summer sales conferences, bi-annual regional sales meetings, training sessions, and required sales meetings.

• Adhere to the rules, policies, and procedures set forth by Transamerica Capital, Inc.

• Remain informed about the latest Transamerica products.

• Travel within the designated territory to meet with clients and prospects.

⛳️ Requirements

• A Bachelor’s degree in a business-related field or equivalent experience.

• A minimum of five years of sales experience in the financial services sector.

• Possession of FINRA Series 6 or 7 & 63, along with Life Insurance/Variable Products licenses in the state of residence.

• Exceptional communication and presentation abilities.

• Strong time management and organizational capabilities.

• Ability to collaborate effectively within a team environment.

• Proficient in utilizing technology.

• Willingness to travel extensively, exceeding 50% of the time.

• A Master’s degree is preferred.

• Previous experience in external wholesaling of financial services products is preferred.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

• Paid Time Off starting at 160 hours annually for employees in their first year of service

• Ten (10) paid holidays per year

• 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 service

• Adoption Assistance

• Employee Assistance 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

• Sales incentive plan(s) may be available

• Remote (Field/Travel) Environment