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Regional Vice President – Retirement Mid Markets
Transamerica. Sell qualified retirement plans to small and mid-sized markets through financial intermediaries .
About the role
Key responsibilities & impact- Sell qualified retirement plans to small and mid-sized markets through financial intermediaries
- Prospect for new clients within an assigned territory to achieve sales goals
- Develop a network of advisors, consultants, and other third-party intermediaries focused on the retirement industry
- Develop plan sponsor relationships through direct meetings with key contacts
- Participate in proactive marketing campaigns
- Manage a territory of target prospects
- Travel to meet with prospects, advisors, and key intermediaries in the territory
Requirements
What you’ll need- Three years of sales experience in the retirement plan industry
- FINRA Series 6 & 63
- Life & Health License
- In-depth understanding of the retirement market and ERISA
- Self-motivated with an instinctive sales acumen to organize thoughts and actions to meet sales goals
- Outstanding interpersonal, public speaking and presentation skills
- Ability to manage resources and thrive in a fast-paced, high-volume environment
- Technical skills to use state-of-the-art tools
- Existing broker relationships within the assigned territory preferred
- Extensive travel greater than 50%
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, including Wellness Coaching and Reward Dollars
- Paid parental leave: fifteen (15) days per calendar year for 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