Director, Advanced Markets

Job Family

Sales Support / Operations

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

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 and a business partner to their agents and brokers, by providing answers to specific questions and by communicating, identifying and closing sales opportunities. Act as a mentor, provide guidance and train other staff members and employees.

Job Description

Responsibilities

• Execute the strategy and goals outlined by the Vice President of Advanced Markets.
• Communicate retirement, estate, tax and other general financial planning concepts to wholesalers and their agents,over the phone, via webinar and in person, in order to promote the sale of Transamerica products.
• Respond to and follow up on calls and emails from the field.
• Responsible for identifying opportunities for department improvement; ensure the accuracy of information provided by the department.
• Responsible for the oversight and completion of assigned duties within the department.
• Identify sales opportunities and lead projects to supportsuch opportunities.
• Develop and deliver seminar presentations to a wide variety of audiences at locations nationwide.
• Deliver presentations at industry and broker dealer conferences.
• Serve as a liaison to the sales force, producers, operations, marketing and other professional advisors, external sales unit and/or business unit.
• Communicate industry, department and sales updates to an assigned internal and external sales unit and/or business unit.
• Function as the primary Advanced Markets point of contact for the assigned unit and responsible for maintaining the department's relationship with that unit.
• Lead initiatives and oversee the development and completion of sales, marketing and training materials on Transamerica products and advanced sales strategies for a variety of markets and distribution channels.
• Coordinate the training of producers, RVPs, IWs, other associates and Advanced Markets staff members on financial planning topics and the application of Transamerica products.
• Manage projects and coordinate with Advanced Market staff members to complete projects.
• Sets the example for Advanced Markets conduct, commitment and performance; assist the Vice President, Advanced Market with management of the department as needed.

Qualifications

• Bachelor’s degree in a business related field.
• FINRA Series 6 and 63 licenses
• One or more of the following: JD, CFP, CLU, ChFC, CPA
• Seven years of experience in retirement, estate, and wealth transfer planning.
• In-depth knowledge in the use and taxation of variable annuities,mutual funds, life insurance and retirement plans.
• Written and verbal communication skills.
• Presentation skills with demonstrated experience in public speaking.
• Relationship building and interpersonal skills.
• Ability to work autonomously in a collegial environment.
• Customer service oriented.

Preferred Qualifications

• Graduate tax degree such as LLM, MBT, or MST
• FINRA Series 63 license
• FINRA Series 7 to be completed in 6 months

Working Conditions

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

The Salary for this position generally ranges between$126,000-$167,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for a 20% Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.

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 Em ployees

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 s ervice 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 - sponsor ed, 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

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