Regional Vice President - Retirement Mid Markets (Central Valley, CA)

Aegon; California; Remote; USD 90,000 - 100,000; Full time

Job summary

Transamerica Retirement Solutions is seeking a Regional Vice President to lead retirement plan sales in a defined territory across small and mid-sized markets through financial intermediaries.

The role requires building a broad advisor network, developing plan sponsor relations, and driving growth through proactive marketing while traveling extensively to meet prospects and partners.

Qualifications

• Three years of sales experience in retirement plan industry.
• FINRA Series 6 and 63 licenses.
• Life and Health license required.
• Deep understanding of retirement market and ERISA.
• Self-motivated with strong sales instincts.
• Excellent interpersonal, public speaking and presentation skills.
• Ability to manage resources in a fast-paced environment.
• Technical skills to use modern sales tools.

Responsibilities

• Prospect for new clients within the territory to achieve sales goals.
• Develop advisor networks and third-party intermediaries in retirement market.
• Grow plan sponsor relationships through direct meetings.
• Participate in proactive marketing campaigns.
• Manage a territory of target prospects.

Skills

Sales experience

Interpersonal skills

Public speaking

Sales acumen

Education

FINRA Series 6 & 63

Life & Health License

ERISA knowledge

Job description

As a member of Transamerica Retirement Solutions, the Regional Vice President is responsible for the sale of 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 and assigned territory to achieve sales goals.
• Develop a network of advisors, consultants, and other third party intermediaries focused on the retirement industry.
• Develop plan sponsor relationships through direct meetings with key contacts.
• Participate in proactive marketing campaigns.
• Manage a territory of target prospects.

Qualifications

• Three years of sales experience in the retirement plan industry
• 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

• Existing broker relationships within the assigned territory

Working Conditions

• Remote (Field/Travel) Environment
• Extensive Travel >50%
• Travel to meet with prospects, advisors, and key intermediaries in the territory

Compensation

The salary for this position is generally $ 90,000-100,000K. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility

This position is also typically eligible for Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Commissions

This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.

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.