26 applicants

Company

Transamerica · 3 days ago

Regional Director - REPS

United States

Full-time

Remote

Lead/Staff, Director/Executive

$105K/yr - $125K/yr

7+ years exp

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Responsibilities

Oversee staff recruitment, performance management, product/systems training and sales coaching.

Manage multiple managers or regional managers.

Develop policies, procedures, and best practices for the division while ensuring compliance with regulations, company policies, and client expectations.

Provide on-going evaluation and critique of managers and subordinates. Review evaluations conducted by managers to achieve consistency within the organization.

Establish and drive individual and team goals; assess training and coaching needs.

Ensure high client service and satisfaction scores via touch point surveys and Net Promoter Scores.

Refine the education delivery mechanisms and operational processes to provide a consistent and scalable business model.

Develop training programs, communication tools, and reporting processes to support team growth and sales results.

Display commitment to employee growth and development by conducting fair and constructive performance appraisals; actively engage in employee training, and maintain and monitor quality indicators and compliance policies.

Identify opportunities for efficiency improvements and implement quality solutions.

Develop and manage team budget and develop plans to achieve revenue and expense targets.

Partner with other areas of the Advice Center and TA Retirement Solutions as an integrated extension of the participant education and Advice program.

Provide support to the Sales team in sales finals or sale finals presentations.

Qualification

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Sales/Marketing ExperienceSupervisory ExperienceInvestment KnowledgeFINRA Series 6FINRA Series 7FINRA Series 63Retirement Plans AssociateChartered Retirement Plan CounselorMS Office ProficiencyLife Insurance LicenseCFP Certification

Required

Bachelor’s degree in business or finance, or equivalent industry experience.

Seven years of sales/marketing/education experience in the financial services/insurance industry.

Five years of supervisory experience.

In-depth investment knowledge.

FINRA Series 6 or 7.

FINRA Series 63 or obtain within six months.

Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC) or obtain within 12 months. Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC.

Management skills to lead, coach, develop and motivate staff.

Advanced communication skills to present information to a wide-variety of audiences.

Interpersonal and relationship building skills to promote services and motivate staff.

Analytical and problem-solving skills to analyze trends/manage budgets and resolve customer issues.

Proficiency using MS Office (Word, PowerPoint, Excel).

Preferred

Experience conducting presentations, hosting webinars and GoToMeeting events.

Life insurance license.

CFP

Benefits

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportunities

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

Peer Recognition Program (BRAVO)