Transamerica Corporation
Regional Retirement Consultant
Transamerica Corporation, Denver, Colorado, United States, 80285
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.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.* Manage the Request for Proposal (RFP) process and requests for information.
Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities.* Profile and gather client and plan information to package specific Transamerica solutions, including multiple service models across all qualified plan types encompassing over 40 product platforms and thousands of investment options, to be presented to the plan sponsor, advisor, and TPA community.* Develop Retirement plan pricing, with responsibility for investment research, fund mapping, service model selections, and underwriting.* Engage in proactive advisor outreach, cultivation of advisor relationships and the facilitation of sales finals to plan sponsors.
The RVP/Internal Wholesaler (IW) partnership will develop a network of advisors to develop sales opportunities and meet company objectives through territory sales.* Perform individual prospecting and sales to advisors and plan sponsors of Transamerica’s Retirement Solutions in the sub $3M market.* Handle post sale facilitation and coordination of sales contract documentation for plan submission and implementation.
Work with advisors and plan sponsor to finalize product and service selections, sales contracts, and coordinate with the internal implementation team to provide a positive onboarding experience for the client. Serve as a point of contact to resolve issues and keep the advisor abreast on progress.* Stay up to date on dynamic landscape of group retirement space including legislative changes, new competitor offerings, internal product changes, and changes to the way broker-dealer partners want to do business with Transamerica.* Facilitate campaign marketing/advisor communications via outbound call activity to solicit interest in Transamerica Retirement products and services.* Manage post sale service issues that arise and field service and product inquiries from clients; direct traffic to internal support units to solve issues, which includes frequent communication and setting expectations.* Bachelor’s degree in a business field or equivalent experience* FINRA Series 6 or 7* FINRA Series 63* Applicable State Insurance licenses or obtain within 90 days of hire* One year of relevant financial services experience such as internal sales experience, financial advisor, or similar work in the retail banking industry* Excellent listening skills to assess customer needs* Excellent communication and interpersonal skills* Critical thinking skills to analyze data and make well-reasoned decisions* Proficiency using MS Office suite* Experience with group retirement plans* Sales or relationship management experience* Industry designations (such as CRPS)* MBA**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 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 OpportunitiesHealth and Work/Life Balance Benefits We believe our responsibilities extend beyond our corporate walls. That's why we created the 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: #J-18808-Ljbffr
Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities.* Profile and gather client and plan information to package specific Transamerica solutions, including multiple service models across all qualified plan types encompassing over 40 product platforms and thousands of investment options, to be presented to the plan sponsor, advisor, and TPA community.* Develop Retirement plan pricing, with responsibility for investment research, fund mapping, service model selections, and underwriting.* Engage in proactive advisor outreach, cultivation of advisor relationships and the facilitation of sales finals to plan sponsors.
The RVP/Internal Wholesaler (IW) partnership will develop a network of advisors to develop sales opportunities and meet company objectives through territory sales.* Perform individual prospecting and sales to advisors and plan sponsors of Transamerica’s Retirement Solutions in the sub $3M market.* Handle post sale facilitation and coordination of sales contract documentation for plan submission and implementation.
Work with advisors and plan sponsor to finalize product and service selections, sales contracts, and coordinate with the internal implementation team to provide a positive onboarding experience for the client. Serve as a point of contact to resolve issues and keep the advisor abreast on progress.* Stay up to date on dynamic landscape of group retirement space including legislative changes, new competitor offerings, internal product changes, and changes to the way broker-dealer partners want to do business with Transamerica.* Facilitate campaign marketing/advisor communications via outbound call activity to solicit interest in Transamerica Retirement products and services.* Manage post sale service issues that arise and field service and product inquiries from clients; direct traffic to internal support units to solve issues, which includes frequent communication and setting expectations.* Bachelor’s degree in a business field or equivalent experience* FINRA Series 6 or 7* FINRA Series 63* Applicable State Insurance licenses or obtain within 90 days of hire* One year of relevant financial services experience such as internal sales experience, financial advisor, or similar work in the retail banking industry* Excellent listening skills to assess customer needs* Excellent communication and interpersonal skills* Critical thinking skills to analyze data and make well-reasoned decisions* Proficiency using MS Office suite* Experience with group retirement plans* Sales or relationship management experience* Industry designations (such as CRPS)* MBA**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 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 OpportunitiesHealth and Work/Life Balance Benefits We believe our responsibilities extend beyond our corporate walls. That's why we created the 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: #J-18808-Ljbffr