Regional Wholesale VP — Retirement Plans (Remote)

Transamerica; United States; A distancia; USD 200.000 - 700.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportun

Descripción de la vacante

Transamerica is seeking a senior regional wholesaler to lead a team selling qualified retirement plans across a defined territory. The role requires managing productivity, coaching, and recruiting while traveling extensively with RVPs.

The candidate should have a business degree, 5+ years in financial services sales, regional wholesaler experience, FINRA licenses, and ERISA knowledge. A life/health license is required to operate within regulatory guidelines.

Formación

• Bachelor's degree in a business field or equivalent experience.
• Five years of financial services industry sales experience.
• Three years of experience as a regional wholesaler.
• FINRA Series 6 & 63.
• FINRA Series 24/26, or obtain within six months of hire.
• Life & health license.
• Self-motivated leader with strong technical skills, ERISA experience, and extensive market knowledge.
• Excellent oral and written communication skills.
• Outstanding public speaking and presentation skills; well organized in thoughts and actions.
• Ability to work in a fast-paced high volume work environment.
• Ability to motivate others, establish trust and credibility, and inspire dedication.

Responsabilidades

• Manage a team of external sales professionals in a defined geographic region.
• Ensure productivity and sales goals are met; manage to a specific budget.
• Recruit, hire and develop sales professionals for an assigned region.
• Maintain insight into competition and industry at large; provide expert opinion to other groups within the organization.
• Travel regularly with RVPs and provide coaching to better implement sales strategies to maximize regional sales.
• Provide sales assistance to the team as needed.
• Adhere to, and ensure adherence to, industry, regulatory authority, and other codes of conduct.

Conocimientos

Bachelor’s degree

Financial services sales

Regional wholesaler

FINRA 6 & 63

FINRA 24/26

Life & health license

ERISA knowledge

Oral & written communication

Public speaking

Leadership & motivation

Educación

Bachelor's degree in business

Descripción del empleo

Transamerica is seeking a senior regional wholesaler to lead a team selling qualified retirement plans across a defined territory. The role requires managing productivity, coaching, and recruiting while traveling extensively with RVPs.

The candidate should have a business degree, 5+ years in financial services sales, regional wholesaler experience, FINRA licenses, and ERISA knowledge. A life/health license is required to operate within regulatory guidelines.