Virtual Regional Wholesaler - TFN (N California Territory)

Job Family
Regional / Field Sales




About Us






At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests






Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there






Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit

www.transamerica.com







Who We Are






Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services






What We Do






Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology)





Job Description Summary
Responsible for the distribution of Transamerica life insurance products for a defined territory in partnership with a field based Regional Vice President (RVP) and Internal Sales Partner


Job Description



Job Description







Responsibilities

• Develop new business and maintain existing business relationships by conducting web-based sales meetings.


• Provide World Financial Group (WFG) associates with up-to-date information on Transamerica products and timely business building ideas.


• Reach out to prospective WFG associates within market to grow Transamerica sales and market share.


• Manage business in partnership with RVPs by properly allocating resources provided by Transamerica Life Distributors (TLD).


• Coordinate WebEx presentations with WFG associates and TLD management team on behalf of wholesaling team to provide value added resources.


• Participate in TLD annual meeting and WFG convention, bi-annual regional sales meetings, training, and sales meetings at the request of the National Sales Manager.


• Stay compliant in accordance with Transamerica rules, policies and procedures.


• Stay current on Transamerica life insurance products, and economic and market conditions.

Qualifications

• Bachelor’s degree in a business-related field or equivalent education/experience.


• Two years of financial services/brokerage industry experience.


• Two years of sales desk/hybrid/external wholesaling experience.


• FINRA Series 6 or obtain within six months of hire.


• Excellent communication and presentation skills.


• Time-management and organizational skills.


• Ability to work as part of a team.


• Proficiency using MS Office and sales tools.

Preferred Qualifications

• Insurance licenses.


• Professional designations (CLU, ChFC, CFP, CLTC)


• Bilingual Spanish or Mandarin

Working Conditions

• Remote environment.


• Moderate travel to conduct field training and participate in annual conventions.

Compensation


**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**


Total compensation is targeted at between $120,000 - 126,000 per year. See breakout below


The non-exempt range for this position is generally between 60,000 in annual base pay


This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. The commission variable target could be up to 60,000 annually if at 100% of sales goal, paid monthly based on applicable sales incentive plan (s)







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
  


• 
  
  College Coach 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
  


• 
  
  Peer Recognition Program (BRAVO)
  

• 
  As of December 31, 2022

Inclusion & Diversity






We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women






To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all






Giving Back






We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work







https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation







Transamerica’s Parent Company







Aegon
acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.