Regional Vice President, Mutual Funds

This is a fully remote position, open to applicants in Louisiana, +2 more states.

📋 Description

• Accountable for the distribution of Transamerica products within a specified territory.

• Cultivate new business opportunities while nurturing existing relationships through in-person sales meetings.

• Equip advisers with the latest information regarding Transamerica products and strategies for business development.

• Engage 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 provided by Transamerica Capital, Inc.

• Attend Transamerica's national and summer sales conferences, bi-annual regional sales meetings, and training sessions as necessary.

• Ensure compliance with Transamerica Capital, Inc.'s rules, policies, and procedures.

• Remain updated on Transamerica products.

⛳️ Requirements

• Bachelor's degree in a business discipline or equivalent experience.

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

• Possession of FINRA Series 6 or 7, and 63 licenses.

• Exceptional communication and presentation abilities.

• Strong time management and organizational skills.

• Capability to work collaboratively within a team.

• Proficient in utilizing technology.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• 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 aligned with 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 for eligible employees with at least one year of service at the time of birth, adoption, or placement of a foster care child.

• 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