Aegon · 17 hours ago
Regional Vice President - Life (Seattle)
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Responsibilities
Execute a marketing plan to maintain and grow territory and assigned agencies/accounts.
Partner with assigned agencies/accounts to make Transamerica their carrier of choice.
Maintain a working knowledge of related sales concepts.
Work closely with Internal Sales Desk and Marketing to support agencies/accounts.
Maintain proactive, positive, and meaningful communication with agencies/accounts, home office, and other members of the sales team.
Maintain a regular rotation for responsible area of coverage.
Facilitate meetings as needed and schedule follow up appointments.
Attend appropriate meetings within assigned territory – agency, industry.
Work to best utilize resources from Home Office, Marketing, and Underwriting.
Train, educate, and support distributors within assigned territory.
Understand the operational aspects of major accounts.
Manage travel and expense in line with established budget.
Qualification
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Required
Bachelor’s degree in a business field or equivalent experience
Three years of insurance industry experience, including one year in wholesaling
Proven sales results
Strong presentation and organizational skills
Outstanding communication, negotiation, and interpersonal skills
Exceptional customer service focus
Ability to learn and communicate Transamerica’s products, features, tools and services.
Basic computer knowledge
Preferred
FINRA Series 6 and insurance licenses
Professional designations (CLU, ChFC, CFP, CLTC)
Financial services/brokerage industry experience
Benefits
Annual Bonus based on the Company Bonus Plan/Individual Performance
Commissions based on applicable sales incentive plan(s)
Company
Aegon
Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.
Funding
Current Stage
Public CompanyTotal Funding
$760M2024-04-10Post Ipo Debt· $760M
1999-04-01IPO
Recent News
Seeking Alpha
2024-12-17
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2024-11-15
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