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Transamerica · 1 day ago

Institutional Sales Director - Mountain/PacNorthwest Territory

United States

Full-time

Remote

Mid Level

$120K/yr - $135K/yr

3+ years exp

Transamerica is a financial services company committed to helping individuals achieve financial freedom. The Institutional Sales Director will be responsible for selling the organization’s retirement programs within the assigned territory and achieving sales goals in accordance with company objectives for institutional market sales.

Financial ServicesImpact InvestingInsurance

Responsibilities

Prospect for new clients within assigned territory and achieve sales goals

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

Develop plan sponsor relationships through direct meetings with key contacts at the plan sponsor

Participate in proactive marketing campaigns

Manage a territory of target prospects. Travel extensively to meet with prospects, advisors, and other key intermediaries in the territory

Qualification

Sales experienceRetirement plans knowledgeFINRA Series 6FINRA Series 63Established relationshipsBachelor’s degreeNetworking skillsCommunication skills

Required

Bachelor's degree or equivalent work experience

Minimum of 3 years of sales experience focusing on the mid-to-large plan institutional market and knowledge of all types of retirement plans and related investment products

FINRA Series 6 & 63

Preferred

FINRA Series 7

Established relationships with retirement advisors, consultants and plan sponsors

Benefits

Competitive Pay

Bonus for Eligible Employees

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

Company

Transamerica

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees