Regional Vice President, Mutual Funds

Role Overview

• Responsible for the distribution of Transamerica products for a defined territory.
• 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.

Requirements

• 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, and 63
• Outstanding communication and presentation skills
• Excellent time management and organizational skills
• Ability to work as part of a team
• Proficient using technology

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