Aegon is seeking a Business Development Specialist to support and develop business plans and initiatives for Transamerica products. The role involves managing relationships with broker-dealers, assessing new markets, and analyzing business opportunities to enhance sales.
Responsibilities:
- Understand the products, services and positioning messages of Transamerica and convey to broker-dealer firms
- Foster relationships with key account relationship managers to determine strategic distribution opportunities for various initiatives
- Facilitate Request for Proposals
- Measure, evaluate and propose ideas to increase sales for assigned accounts
- Lead Teams presentations and present at broker-dealer meetings as needed
- Consult with distribution firms to set up and deliver ongoing reports
- Provide sales management and senior management teams with timely communications on the status of programs and strategies for each firm
- Identify and use available resources to resolve client issues and concerns
- Communicate changes and updates regarding services and product materials to firm contacts
- Keep abreast of competitors to leverage future sales and objectives
- Build relationships with firm back offices to better assist with operational issues
Requirements:
- Bachelor's degree in a business-related field or equivalent experience
- Three years of sales experience in the financial services industry
- Series 7 or obtain within 6 months
- Communication and presentation skills
- Sales and relationship-building skills
- Proficiency using MS Office