Job Description Summary RVP- Large Markets The people of Transamerica bring expertise, creativity and heart to everything that we do - and to the communities where we live and work. We believe that achieving a secure future requires both smart financial planning and a healthy lifestyle. The solutions we offer help our customers throughout their lives, whether it is saving and investing, protecting themselves and their loved ones, or preparing for an active and meaningful retirement.
What You Will Do: As an RVP- Large Markets you will be responsible for selling the organizations bundled and unbundled retirement programs within an assigned territory and for meeting sales goals in accordance with company objectives for institutional market sales. Job Description
What Success Looks Like:
Prospect for new clients within assigned territory and achieve sales goals.
Develop a strong network of advisors, consultants, and other third party intermediaries that are focused on the retirement industry.
Develop plan sponsor relationships through direct meetings with key contacts at the plan sponsor.
Participate in proactive marketing campaigns.
Manage a territory of target prospects. Travel extensively to meet with prospects, advisors, and other key intermediaries in the territory.
What You Need:
Bachelors degree or equivalent work experience; Minimum of 3 years of sales experience focusing on the mid-to-large plan institutional market and knowledge of all types of retirement plans and related investment products. FINRA Series 6 & 63, with the ability to complete Series 7 within first 6 months of hire.
Established relationships with retirement advisors, consultants and plan sponsors.
Extensive travel required, including overnight travel.
What You Receive:
A Comprehensive Wealth + Health package: Its our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As youll come to discover, Wealth + Health is a central part of everything we do!
Wealth Benefits: Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship
Health and Work/Life Balance Benefits: Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.
At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?
Acting as One fosters an environment of positive collaboration
Accountability allows us to own the problem as well as the solution
Agility inspires new ideas, innovation and challenges the status quo
Customer Centricity encourages an above average and beyond approach to our customers