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

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

Job summary

A leading company is seeking a Business Development Director for their Retirement Mid Markets team. This role involves wholesaling retirement plans to small and mid-sized markets, focusing on client prospecting and advisor training. The ideal candidate will have strong sales skills and a deep understanding of the retirement market. The position offers a competitive compensation package with a base salary and performance incentives.

Qualifications

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

Responsibilities

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

Skills

Public Speaking

Interpersonal Skills

Presentation Skills

Time Management

Education

FINRA Series 6

FINRA Series 63

Life & Health License

Job description

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

• Public Speaking
• Interpersonal Skills
• Presentation Skills
• Time Management

Education

• FINRA Series 6
• FINRA Series 63
• Life & Health License
• Experience in Retirement Plan Industry

Tools

• Business Development Dir - Retirement Mid Markets (Dallas/Fort Worth)
• Full Time
• Sales and Marketing
• United States

Job Responsibilities

• Prospect for new clients within an assigned territory to achieve sales goals.
• Execute 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.
• Conduct finalist meetings and/or webcast demonstrations as requested by Transamerica RVP.
• Participate in proactive marketing campaigns.
• Network with targeted TPAs 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 strong 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

Preferred Qualifications

• Two years of experience in the retirement plan industry

Working Conditions

• Remote work from home
• Extensive travel to meet prospects, advisors, and key intermediaries in the territory

Compensation

Total compensation is targeted at $150,000 per year, including a base salary of approximately $75,000 and performance incentives. The incentive plan specifics will be detailed in individual plans, with a commission target of $75,000 paid monthly based on sales performance.

This job description does not constitute a contract of employment and may be modified at the company's discretion. For accommodation requests, contact the HR Business Partner.