Director, Advanced Markets

Transamerica; Philadelphia (Philadelphia County); Remote; USD 126,000 - 167,000; Full time

Job summary

An established industry player seeks a talented professional to support and promote the sale of financial products through innovative retirement and wealth planning strategies. This role involves acting as a consultant and liaison to sales forces, providing training and guidance while identifying sales opportunities. The ideal candidate will have extensive experience in financial planning, strong communication skills, and a commitment to helping clients achieve their financial goals. Join a collaborative environment where your contributions will make a real difference in the lives of customers.

Benefits

401(k) Match

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Employee Discounts

Career Development Opportunities

Qualifications

• 7+ years in retirement, estate, and wealth transfer planning.
• Deep knowledge of taxation and financial products.

Responsibilities

• Support and promote sales through retirement and wealth planning.
• Communicate financial planning concepts to agents and brokers.

Skills

Communication Skills

Presentation Skills

Relationship Building

Customer Service Orientation

Education

Bachelor’s Degree in Business

Graduate Tax Degree (LLM, MBT, MST)

Tools

FINRA Series 6 License

FINRA Series 63 License

FINRA Series 7 License

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 & 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, 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 at various locations nationwide.
8. Present at industry and broker-dealer conferences.
9. Serve as liaison to sales force, producers, operations, marketing, and other advisors or units.
10. Communicate industry, department, and sales updates to internal and external units.
11. Maintain the department's relationship with the assigned sales unit as the primary Advanced Markets contact.
12. Lead initiatives and oversee development of sales, marketing, and training materials on Transamerica products and strategies.
13. Coordinate training for producers, RVPs, IWs, and staff on financial planning topics and product application.
14. Manage projects and coordinate with staff to complete them.
15. Set an example for conduct, commitment, and performance; assist the Vice President 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 taxation and use of variable annuities, mutual funds, life insurance, and retirement plans.
• Strong written and verbal communication skills.
• Proven presentation and public speaking skills.
• Relationship-building and interpersonal skills.
• Ability to work autonomously in a collegial environment.
• Customer service orientation.

Preferred Qualifications

• Graduate tax degree such as LLM, MBT, or MST.
• FINRA Series 63 license.
• Completion of FINRA Series 7 within 6 months.

Working Conditions

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

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

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

What We Offer

For eligible employees, a comprehensive benefits package supports personal and financial well-being, including:

• Competitive pay and bonuses.
• Pension, 401(k) match, employee stock purchase, tuition reimbursement, disability, medical, dental, vision insurance, employee discounts, and career development opportunities.

Health and work/life balance benefits include paid time off, holidays, wellness programs, parental leave, adoption assistance, employee assistance, and more.

Inclusion & Diversity

Our commitment to diversity and inclusion fosters an exceptional work environment, recognized through various indexes and awards. We support Employee Resource Groups to promote understanding and appreciation of differences across our workforce.

Giving Back

The Aegon Transamerica Foundation, established in 1994, supports nonprofits through grants and employee volunteer efforts, focusing on community needs.

Transamerica’s Parent Company

Aegon acquired Transamerica in 1999. Since 1844, Aegon has grown into a global company serving over 23.9 million people, offering investment, protection, and retirement solutions with a focus on sustainability and diversity.

* As of December 31, 2023