Director, Advanced Markets

Transamerica; Denver (CO); Remote; USD 126,000 - 167,000; Full time

Job summary

An established industry player is seeking a dedicated professional to support and promote their financial products through strategic planning. In this role, you will act as a consultant to agents and brokers, guiding them in retirement, estate, and wealth planning strategies. You'll leverage your expertise to communicate complex financial concepts effectively, ensuring that both clients and agents are well-informed. This position offers a collaborative environment where your contributions will directly impact the success of the sales team. Join a forward-thinking company that values diversity and innovation, and help others achieve financial freedom.

Benefits

401k Match

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Employee Discounts

Career Development Opportunities

Wellness Programs

Parental Leave

Qualifications

• Bachelor's degree in a business-related field required.
• Seven years of experience in retirement and wealth planning.

Responsibilities

• Support and promote the sale of Transamerica products.
• Communicate financial planning concepts to agents and wholesalers.
• Identify sales opportunities and lead projects.

Skills

Retirement Planning

Estate Planning

Wealth Transfer Planning

Communication Skills

Presentation Skills

Relationship Building

Customer Service Orientation

Education

Bachelor’s Degree in Business

FINRA Series 6 License

FINRA Series 63 License

JD, CFP, CLU, ChFC, CPA

Job description

Job Family

Sales Support / Operations

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: 1) World Financial Group, including Transamerica Financial Advisors; 2) Protection Solutions and Savings & Investments, comprising 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, covering Communications, Brand, and Government and Policy Affairs.

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

Job Description Summary

Support and promote the sale of Transamerica products through retirement, estate, and wealth planning strategies. Act as a consultant and liaison to the sales force and a business partner to their agents and brokers, providing answers to specific questions and communicating, identifying, and closing sales opportunities. Serve as a mentor, providing guidance and training to staff members and employees.

Responsibilities

1. Execute the strategy and goals outlined by the Vice President of Advanced Markets.
2. Communicate retirement, estate, tax, and other general financial planning concepts to wholesalers and their agents via phone, webinar, and in person to promote Transamerica products.
3. Respond to and follow up on calls and emails from the field.
4. Identify opportunities for departmental improvement and ensure the accuracy of information provided by the department.
5. Oversee and complete assigned duties within the department.
6. Identify sales opportunities and lead projects to support such opportunities.
7. Develop and deliver seminar presentations to diverse audiences nationwide.
8. Present at industry and broker dealer conferences.
9. Serve as liaison to sales force, producers, operations, marketing, and other professional advisors.
10. Communicate industry, department, and sales updates to internal and external sales units and/or business units.
11. Maintain the department’s relationship with the assigned sales unit as the primary Advanced Markets contact.
12. Lead initiatives and oversee the development of sales, marketing, and training materials for Transamerica products and strategies across markets and channels.
13. Coordinate training for producers, RVPs, IWs, and staff on financial planning topics and product applications.
14. Manage projects and coordinate with staff to ensure completion.
15. Set an example for conduct, commitment, and performance; assist management as needed.

Qualifications

• Bachelor’s degree in a business-related field.
• FINRA Series 6 and 63 licenses.
• One or more of the following: JD, CFP, CLU, ChFC, CPA.
• Seven years of experience in retirement, estate, and wealth transfer planning.
• Deep knowledge of variable annuities, mutual funds, life insurance, and retirement plans taxation.
• Strong written and verbal communication skills.
• Proven presentation and public speaking skills.
• Relationship-building and interpersonal skills.
• Ability to work independently in a collaborative environment.
• Customer service orientation.

Preferred Qualifications

• Graduate tax degree (LLM, MBT, MST).
• FINRA Series 63 license.
• FINRA Series 7 to be completed within 6 months.

Working Conditions

• Remote work environment.
• Frequent travel (up to 40%).

The salary for this position generally ranges between $126,000 and $167,000 annually. Please note that this is an estimate; actual pay depends on qualifications, experience, location, work arrangement, and operational needs. Salary may vary above or below this range, as permitted by law.

Additionally, the position is typically eligible for a 20% annual bonus based on company and individual performance, at the company's discretion. It may also include sales and performance incentives, detailed in individual incentive plans.

What We Offer

We provide a comprehensive benefits package supporting personal and financial well-being, including:

• Competitive pay and bonuses
• Pension, 401k match, stock purchase plan
• Tuition reimbursement, disability, medical, dental, vision insurance
• Employee discounts, career development opportunities

Health and work/life balance benefits include:

• Paid time off starting at 160 hours annually
• Ten paid holidays
• Wellness programs, parental leave, adoption assistance
• Employee assistance, college coaching, backup care, volunteer PTO, matching gifts, ERGs, inclusion initiatives, recognition, and referral programs

Inclusion & Diversity

We foster a diverse, inclusive workplace recognized by multiple awards. Our Employee Resource Groups (ERGs) support a culture of appreciation and understanding of diversity.

Giving Back

The Aegon Transamerica Foundation supports community nonprofits through grants and employee volunteer efforts.

Transamerica’s Parent Company

Aegon, founded in 1844, acquired Transamerica in 1999. It serves over 23.9 million people globally with a focus on environmental and societal issues, including climate change and diversity initiatives.