Director, Advanced Markets (Denver)

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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

Sales Support / Operations

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.

What We Do

Transamerica is organized into three businesses: 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, and 3) Financial Assets. These are supported by Transamerica Corporate, which includes various departments such as Finance, Risk, and Corporate Affairs. We employ nearly 7,000 people and are part of Aegon, serving approximately 23.9 million customers worldwide. For more information, visit transamerica.com.

Job Description Summary

Support and promote the sale of Transamerica products through retirement, estate, and wealth planning strategies. Act as a consultant and liaison to the sales force, providing answers and closing sales opportunities. Mentor and train staff members.

Responsibilities

1. Execute the strategy and goals outlined by the Vice President of Advanced Markets.
2. Communicate financial concepts to promote product sales via various channels.
3. Respond to calls and emails from the field.
4. Identify opportunities for departmental improvement and ensure information accuracy.
5. Oversee and complete assigned duties.
6. Identify sales opportunities and lead support projects.
7. Develop and deliver seminars and presentations nationwide.
8. Serve as a liaison to sales, operations, marketing, and external partners.
9. Maintain relationships with the assigned unit.
10. Lead the development of sales, marketing, and training materials.
11. Coordinate training for producers and staff on financial topics and products.
12. Manage projects and coordinate with staff to complete them.
13. Set an example in conduct, performance, and commitment, assisting management as needed.

Qualifications

1. Bachelor’s degree in a business-related field.
2. FINRA Series 6 and 63 licenses.
3. One or more of the following: JD, CFP, CLU, ChFC, CPA.
4. Seven years of experience in retirement, estate, and wealth transfer planning.
5. In-depth knowledge of variable annuities, mutual funds, life insurance, and retirement plans.
6. Strong communication and presentation skills.
7. Relationship building and interpersonal skills.
8. Ability to work autonomously.
9. Customer service orientation.

Preferred Qualifications

1. Graduate tax degree such as LLM, MBT, or MST.
2. FINRA Series 63 license.
3. FINRA Series 7 to be completed within 6 months.

Working Conditions

• Remote environment.
• Frequent travel (up to 40%).

Compensation

The salary ranges from $126,000 to $167,000 annually, with potential for a 20% annual bonus and sales incentives. Actual pay depends on qualifications, experience, location, and operational needs.

Benefits and Perks

• Comprehensive health, dental, vision, and wellness programs.
• Retirement plans, including 401k match and pension.
• Paid time off, holidays, parental leave, and adoption assistance.
• Employee resource groups, diversity programs, and community engagement.

About Our Parent Company

Aegon, since 1844, offers investment, protection, and retirement solutions worldwide, committed to helping people live their best lives and addressing environmental and societal issues.

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