Transamerica
Regional Vice President - Annuities N. California (San Francisco & Sacramento )
Transamerica, California, Missouri, United States, 65018
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Regional Vice President - Annuities N. California (San Francisco & Sacramento )
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Transamerica 5 days ago Be among the first 25 applicants Join to apply for the
Regional Vice President - Annuities N. California (San Francisco & Sacramento )
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Transamerica Get AI-powered advice on this job and more exclusive features. 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. 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
Responsible for the distribution of Transamerica products for a defined territory.
Responsibilities
Job Description
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.
Qualifications
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
Preferred Qualifications
Master’s degree External wholesaling of financial services products
Working Conditions
Work remote from home Extensive travel within defined territory to visit clients and prospects
The salary for this position is generally $50,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Bonus Eligibility
This position is also typically eligible for Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
Commissions
This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.
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 College Coach 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.
As of December 31, 2023
Seniority level
Seniority level Executive Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Insurance and Financial Services Referrals increase your chances of interviewing at Transamerica by 2x Sign in to set job alerts for “Head of Insurance” roles.
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#J-18808-Ljbffr
Regional Vice President - Annuities N. California (San Francisco & Sacramento )
role at
Transamerica 5 days ago Be among the first 25 applicants Join to apply for the
Regional Vice President - Annuities N. California (San Francisco & Sacramento )
role at
Transamerica Get AI-powered advice on this job and more exclusive features. 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. 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
Responsible for the distribution of Transamerica products for a defined territory.
Responsibilities
Job Description
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.
Qualifications
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
Preferred Qualifications
Master’s degree External wholesaling of financial services products
Working Conditions
Work remote from home Extensive travel within defined territory to visit clients and prospects
The salary for this position is generally $50,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Bonus Eligibility
This position is also typically eligible for Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
Commissions
This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.
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 College Coach 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.
As of December 31, 2023
Seniority level
Seniority level Executive Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Insurance and Financial Services Referrals increase your chances of interviewing at Transamerica by 2x Sign in to set job alerts for “Head of Insurance” roles.
Beverly Hills, CA $250,000.00-$300,000.00 2 days ago Walnut Creek, CA $250,000.00-$300,000.00 2 days ago SVP/ED, Relationship Manager (Insurance), IBG- FIG, DBS US, Based in Los Angeles, California
Walnut Creek, CA $186,096.00-$232,620.00 5 days ago Executive Director, Corporate Partnerships
Director of Insurance Partnerships and Development
California, United States $100,000.00-$160,000.00 2 weeks ago San Ramon, CA $145,000.00-$200,000.00 2 weeks ago San Francisco, CA $145,000.00-$200,000.00 2 weeks ago Irvine, CA $102,000.00-$168,000.00 1 month ago Irvine, CA $120,000.00-$140,000.00 18 hours ago Los Angeles County, CA $120,000.00-$130,000.00 2 weeks ago Director of Sales & Commercial Operations
San Francisco, CA $125,000.00-$135,000.00 9 hours ago Irvine, CA $171,100.00-$231,000.00 3 weeks ago San Francisco Bay Area $150,000.00-$225,000.00 3 weeks ago San Francisco, CA $200,000.00-$250,000.00 2 weeks ago Irvine, CA $221,000.00-$299,000.00 1 week ago Vice President Regional Manager of Liability
California, United States $160,000.00-$185,000.00 1 month ago Vice President, West Region, Community Accounts Team
Carpinteria, CA $160,000.00-$185,000.00 1 month ago San Francisco, CA $160,000.00-$190,000.00 4 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr