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

Transamerica; United States; Remote; USD 75,000 - 150,000; Full time

Job summary

Join an innovative financial services firm as a Business Development Director, focusing on wholesaling retirement plans to small and mid-sized markets. This role offers a unique opportunity to leverage your sales expertise and build a network of relationships within the retirement industry. You'll thrive in a dynamic environment, working remotely while engaging in extensive travel to connect with clients and advisors. This forward-thinking company values diversity and offers a comprehensive benefits package designed to support your personal and financial well-being, making it an exciting place to advance your career in the financial sector.

Benefits

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Employee Assistance Program

Qualifications

• Must possess FINRA Series 6 & 63 and Life & Health License.
• Two years of experience in the retirement plan industry preferred.

Responsibilities

• Prospect for new clients to achieve sales goals.
• Develop relationships with advisors and third-party intermediaries.

Skills

Sales Acumen

Interpersonal Skills

Public Speaking

Presentation Skills

Self-motivation

Education

FINRA Series 6 & 63

Life & Health License

Tools

Sales Tools

Job description

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 of 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.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com.

Job Description Summary

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.

Job Description

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.

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

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.

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 23.9 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.

* As of December 31, 2023