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Regional Vice President The people of Transamerica bring expertise, creativity and heart to everything that we do - and to the communities where we live and work. We believe that achieving a secure future requires both smart financial planning and a healthy lifestyle. The solutions we offer help our customers throughout their lives, whether it is saving and investing, protecting themselves and their loved ones, or preparing for an active and meaningful retirement. Are you a self-starter that wants to join a company with advancement opportunities within? If your answer is yes, we are looking for you! What You Will Do: As a Regional Vice President you will be responsible for achieving sales goals within a specified territory by providing sales and marketing support, customer service, and education on Transamerica products and services. The focus will be on driving revenue growth and supporting the sales of life products and fixed index annuity products for the WFG producers located in their assigned territory. ** This specific territory will be responsible for supporting the Northeast Region, including but not limited to: OH, PA, NJ, NY, CT, MA up to ME. It is preferred that you reside in NY or NJ but would consider a candidate who lives in PA, CT or MA. **
Job Description
What Success Looks Like:
Execute a marketing plan to maintain and grow territory and assigned agencies/accounts.
Partner with assigned agencies/accounts to make Transamerica their carrier of choice.
Maintain a working knowledge of related sales concepts.
Work closely with Internal Sales Desk and Marketing to support agencies/accounts.
Maintain proactive, positive, and meaningful communication with agencies/accounts, home office, and other members of the sales team.
Maintain a regular rotation for responsible area of coverage.
Facilitate meetings as needed and schedule follow up appointments.
Attend appropriate meetings within assigned territory agency, industry.
Work to best utilize resources from Home Office, Marketing, and Underwriting.
Train, educate, and support distributors within assigned territory.
Understand the operational aspects of major accounts.
Manage travel and expense in line with established budget.
What You Need:
Bachelor s degree in a business field or equivalent experience
Three years of insurance industry experience, including one year in wholesaling
Proven sales results
Strong presentation and organizational skills
Outstanding communication, negotiation, and interpersonal skills
Exceptional customer service focus
Ability to learn and communicate Transamerica s products, features, tools and services.
Basic computer knowledge
Preferred Qualifications
FINRA Series 6 and insurance licenses
Professional designations (CLU, ChFC, CFP, CLTC)
Financial services/brokerage industry experience
Working Conditions
Office environment
Extensive travel (75%)


Associated topics: fiduciary, finance, financial advisor, financial planner, financial product, financial security, financial service, merchant service, stock broker, treasury

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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