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Transamerica

Regional Vice President – Annuities

Transamerica

. Develop new business and maintain existing business relationships by conducting in-person sales meetings .

Posted 10/13/2026full-timeRemote • New Jersey • United StatesLead💰 $50,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in developing and maintaining business relationships within the financial services industry, with a strong focus on sales strategies and compliance with regulatory standards. Proficient in utilizing technology to enhance sales processes and communication.

Highest-signal resume keywords
Sales ExperienceFINRA Series 6 LicenseFINRA Series 7 LicenseFINRA Series 63 LicenseLife Insurance License

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Business DevelopmentSales StrategyFinancial Services KnowledgeClient Relationship ManagementCompliance Management
Soft Skills
Communication SkillsPresentation SkillsTime ManagementOrganizational SkillsTeam Collaboration
Tools & Technologies
Sales TechnologyCRM Software
Certifications & Qualifications
FINRA Series 6FINRA Series 7FINRA Series 63Life Insurance LicenseVariable Products License
Industry Keywords
Financial ServicesExternal WholesalingTransamerica ProductsSales ConferencesMarket Share Growth

About the role

Key responsibilities & impact
  • Develop new business and maintain existing business relationships by conducting in-person sales meetings
  • Provide advisers with up-to-date information on Transamerica products and business building ideas
  • Reach out to prospective advisers within the 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 national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required
  • Stay compliant with Transamerica Capital, Inc. rules, policies and procedures
  • Stay current on Transamerica products
  • Travel within the defined territory to visit clients and prospects

Requirements

What you’ll need
  • 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 & 63, and Life Insurance/Variable Products licenses in the state of residence
  • Outstanding communication and presentation skills
  • Excellent time management and organizational skills
  • Ability to work as part of a team
  • Proficient using technology
  • Extensive travel greater than 50%
  • Master’s degree preferred
  • External wholesaling of financial services products preferred

Benefits

Comp & perks
  • 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