Job FamilyRegional / Field Sales
Job Description SummaryAs a member of Transamerica Retirement Solutions, the Regional Vice President is responsible for the sale of qualified retirement plans to small and mid-sized markets through all channels of financial intermediaries including banks, wire houses, regional broker dealers, employee benefit firms, etc. Works within an assigned territory to meet company objectives as a market leader.
Job Description Responsibilities- Prospect for new clients within and 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.
Qualifications- 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 to thrive in a fast-paced, high-volume environment
- Technical skills to use state-of-the-art tools
Preferred Qualifications- Existing broker relationships within the assigned territory
Working Conditions- Remote (Field/Travel) Environment
- Extensive Local Travel >50%
- Travel to meet with prospects, advisors, and key intermediaries in the territory
CompensationThe salary for this position is generally $ 90,000-100,000K. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Bonus EligibilityThis position is also typically eligible for Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
CommissionsThis position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.
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 to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation 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 mirroring 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 to eligible employees with at least one year of service at the time of birth, placement of an adopted child, 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
