Regional VP - Financial Services Field Sales

Transamerica Corporation; Northern (KY); Hybrid; USD 43,000 - 58,000; Full time

Benefits offered by this job

Bonus for Eligible Employees

401k Match

Employee Stock Purchase Plan

Dental Insurance

Vision Insurance

Job summary

Transamerica is seeking a Regional / Field Sales professional to drive distribution of products across a defined territory. You will develop new business and maintain relationships by conducting in-person sales meetings with advisers.

Responsibilities include providing up-to-date product information, growing sales, and working with Internal Wholesaler. Travel >50% within territory; participates in national and regional conferences and stays compliant with company policies.

Qualifications

• Bachelor’s degree in a business field or equivalent experience.
• Five years of sales experience in the financial services industry.
• FINRA Series 6 or 7 & 63, and Life Insurance/Variable Products licenses in the state of residence.
• Outstanding communication and presentation skills.
• Excellent time management and organizational skills.
• Ability to work as part of a team.
• Proficient using technology.

Responsibilities

• Develop new business and maintain existing business relationships by conducting in-person sales meetings.
• Provide advisers with up-to-date information on Transamerica products and business-building ideas.
• Reach out to prospective advisers within market to grow Transamerica’s sales and market share.
• Manage business in partnership with Internal Wholesaler.
• Allocate resources provided by Transamerica Capital, Inc.
• Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required.
• Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures.
• Stay current on Transamerica products.

Skills

Sales experience

Communication skills

Time management

Teamwork

Technology proficiency

Education

Bachelor’s degree in business or equivalent

Tools

FINRA Series 6/7/63

Job description

Transamerica is seeking a Regional / Field Sales professional to drive distribution of products across a defined territory. You will develop new business and maintain relationships by conducting in-person sales meetings with advisers.

Responsibilities include providing up-to-date product information, growing sales, and working with Internal Wholesaler. Travel >50% within territory; participates in national and regional conferences and stays compliant with company policies.