Business Development Dir - Retirement Mid Markets (Dallas/Fort Worth)

Aegon; Dallas (TX); Remote; USD 75,000 - 150,000; Full time

Job summary

An established industry player is seeking a dynamic Business Development Director for their Retirement Mid Markets team. This role focuses on wholesaling qualified retirement plans to small and mid-sized markets through various financial intermediaries. Responsibilities include prospecting for new clients, conducting advisor training sessions, and developing a robust network within the retirement industry. The ideal candidate will possess strong sales acumen, outstanding interpersonal skills, and a deep understanding of the retirement market. Join a forward-thinking company that values innovation and offers a competitive compensation package, including base pay and performance incentives.

Qualifications

• In-depth understanding of the retirement market and ERISA.
• Self-motivated with strong sales acumen and organization skills.

Responsibilities

• Prospect for new clients to achieve sales goals.
• Develop relationships with advisors and consultants in the retirement industry.

Skills

Sales Acumen

Public Speaking

Interpersonal Skills

Presentation Skills

Time Management

Education

FINRA Series 6

FINRA Series 63

Life & Health License

Experience in Retirement Plan Industry

Tools

Sales Incentive Tools

Job description

Business Development Dir - Retirement Mid Markets (Dallas/Fort Worth)

Full Time

Sales and Marketing

United States

As a member of Transamerica Retirement Solutions, the Business Development Director is responsible for wholesaling 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.

Responsibilities

• Prospect for new clients within an assigned territory to achieve sales goals.
• Execute on advisor training sessions such as branch meetings, lunch & learns, walk-throughs, CEs, etc.
• Develop a network of new relationships with advisors, consultants, and other third party intermediaries focused on the retirement industry.
• Execute finalist meetings and/or webcast demonstrations as requested by Transamerica RVP.
• Participate in proactive marketing campaigns.
• Network with (leverage) targeted TPA’s to develop new and ongoing retirement sales.

Qualifications

• 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

• Two years of experience in the retirement plan industry

Working Conditions

• Work remote from home
• Extensive travel to meet with prospects, advisors, and key intermediaries in the territory

Compensation Information

Total compensation is targeted at $150,000 per year. The base for this position is generally between $75,000 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 is $75,000, paid monthly based on applicable sales incentive plan(s).

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.