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Company

Transamerica · 13 hours ago

Regional Vice President - Retirement Mid Markets (N. California)

United States

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Prospect for new clients within and assigned territory to achieve sales goals.

Develop a network of advisors, consultants, and other third party intermediaries focused on the retirement industry.

Develop plan sponsor relationships through direct meetings with key contacts.

Participate in proactive marketing campaigns.

Manage a territory of target prospects.

Qualification

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Sales experienceFINRA Series 6FINRA Series 63Life & Health LicenseRetirement market knowledgePublic speaking skillsSales acumenResource managementBroker relationships

Required

Three years of sales experience in the retirement plan industry

FINRA Series 6 & 63

Life & Health License

In-depth understanding of the retirement market and ERISA

Self-motivated with an instinctive sales acumen to organize thoughts and actions to meet sales goals

Outstanding interpersonal, public speaking and presentation skills

Ability to manage resources and to thrive in a fast-paced, high-volume environment

Technical skills to use state-of-the-art tools

Preferred

Existing broker relationships within the assigned territory

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)