Senior Director, Meetings & Events - WFG

Transamerica; Philadelphia (Philadelphia County); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Comprehensive benefits package

Bonus eligible

Pension plan

401k match

Employee Stock Purchase Plan

Job summary

Transamerica is seeking a Senior Director of Regional / Field Sales to design and deliver high-impact field engagement experiences for WFG and TFA across the US and Canada. You will partner with executive leadership to align events with business priorities and growth initiatives.

The role requires strong leadership, budget management, and vendor partnerships, with extensive travel and a track record of delivering complex, large-scale meetings and incentive programs that drive engagement and ROI.

Qualifications

• 12+ years of progressive leadership experience within financial services, insurance, wealth management, sales, marketing, field engagement or relations functions.
• 8+ years of people management experience building engaging and productive work environments
• Knowledge of insurance, brokerage, wholesale/marketing organizations
• Demonstrated success leading complex, large-scale events, conferences, recognition programs, and engagement initiatives.
• Demonstrated expertise in budget planning and management, contract administration, and vendor partnership management for maximum ROI and expense management

Responsibilities

• In collaboration with the VP Field Relations, design and execute a comprehensive meetings and events strategy aligned with WFG and TFA business objectives.
• Lead the planning and execution of complex, large-scale national and international meetings, conferences, leadership forums, incentive trips and recognition events.
• Achieve ROI and expense targets, manage spend to budget; lead vendor selection, contract negotiations, and partner management; monitor KPIs.
• Partner with CX & Marketing to develop communications strategies and event marketing materials; ensure alignment of messaging.
• Lead, coach, and develop a high-performing meeting & events team through talent management and development initiatives.
• Provide leadership to manage agent recognition, rewards, and promotion programs, including vendor relationships and budget.
• Provide strategic insights regarding field sentiment and engagement opportunities to executive leadership.

Skills

Leadership

People management

Budget management

Event strategy

Communication

Education

Bachelor’s degree in Business, Marketing, Communications, Event Management, or related field

Life insurance license, as required by state(s)

FINRA Series 6 and 63

Knowledge of Transamerica/WFG products

Experience with World Financial Group, Inc.

Certified Meeting Professional (CMP)

Job description

Job Family Regional / Field Sales

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. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of 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, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

This role is a strategic leader responsible for designing and delivering high-impact events and field engagement experiences that strengthen the World Financial Group (WFG) and Transamerica Financial Advisors (TFA) value proposition. This role leads the planning and execution of large-scale national and international events that attract, develop, retain, reward, and recognize agents and financial professionals across the United States and Canada. Serving as a key partner to WFG and TFA executive leadership, the Senior Director drives experiences that inspire field engagement, reinforce business priorities, celebrate achievement, and cultivate pride in the WFG brand. This leader collaborates closely with Field Relations, CX & Marketing, Distribution, Training, and Product teams to execute engagement strategies, deliver exceptional field experiences, and support WFG’s ongoing growth and transformation.

Job Description Responsibilities

• In collaboration with the VP Field Relations, design and execute a comprehensive meetings and events strategy aligned with WFG and T TFA business objectives.
• Lead the planning and execution of complex, large-scale national and international meetings, conferences, leadership forums, incentive trips and recognition events. Create innovative event experiences that strengthen field engagement, reinforce organization culture, and drive business performance.
• Achieve ROI (tangible and intangible) and expense management targets for each event, effectively managing spending and expenses to adhere to budget. Ensure strong financial stewardship and measurable return on investment. Lead vendor selection, contract negotiations, and partner management activities. Establish and monitor key performance indicators (KPIs) and success metrics for events and engagement programs to make improvements as needed.
• Partner with the VP, Field Relations and Head of CX & Marketing to develop and execute integrated communications strategies supporting field engagement initiatives. Oversee the development of event marketing materials, presentations, gamification strategies, entertainment programming, and participant communications to ensure alignment and consistency in messaging.
• Lead, coach, and develop a high-performing, engaged meeting & events team through effective talent management and employee development initiatives.
• Partner with colleagues across Distribution, CX & Marketing, Field Training, Field Relations, and Product to strengthen WFG’s position as a premier industry partner for agents and financial professionals. Provide leadership and oversight to manage agent recognition, rewards, and promotion programs, including vendor relationships & management, operational budget, and end-to-end management of the US WFG Store.
• Provide strategic insights regarding field sentiment, business challenges, and engagement opportunities to VP, Field Relations and WFG/TFA executive leadership.

Qualifications

• 12+ years of progressive leadership experience within financial services, insurance, wealth management, sales, marketing, field engagement or relations functions.
• 8+ years of people management experience building engaging and productive work environments
• Knowledge of insurance, brokerage, wholesale/marketing organizations
• Demonstrated success leading complex, large-scale events, conferences, recognition programs, and engagement initiatives. Highly organized, flexible and detailed oriented to execute on multiple priorities simultaneously
• Demonstrated expertise in budget planning and management, contract administration, and vendor partnership management for maximum ROI and expense management
• Proven ability to develop and leverage KPIs, metrics, and analytics to drive business decisions and program effectiveness
• Exceptional communication, presentation, relationship-building, and stakeholder management skills to deliver important messages to diverse groups
• Ability to influence outcomes with executive leaders, field leadership, internal and external stakeholders while maintaining strong partnerships
• Strong strategic thinking, project management, and problem-solving capabilities

Preferred Qualifications

• Bachelor’s degree in Business, Marketing, Communications, Event Management, or related field
• Life insurance license, as required by state(s)
• FINRA Series 6 and 63
• Knowledge of Transamerica/WFG products
• Experience working with World Financial Group, Inc.
• Certified Meeting Professional (CMP)

Working Conditions

Office environment

Extensive travel (>50%)

Domestic and international travel required with overnight and weekend stays.

Salary

The Salary for this position generally ranges between $200,000-$225,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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. Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers. For more information, visit www.transamerica.com. For more information about Transamerica’s privacy practices, click here.