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Aegon · 2 days ago

Hybrid Regional Vice President - RIA

United States

Full-time

Hybrid

Mid, Senior Level

$120K/yr - $120K/yr

5+ years exp

Aegon is a company focused on financial services, and they are seeking a Regional Vice President to oversee the distribution of Transamerica’s mutual funds and ETFs to Registered Investment Advisors. The role involves executing business plans, developing client relationships, and expanding market opportunities within a defined territory.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

Responsibilities

Execute on business plans in conjunction with external sales partner(s) to meet key activity and sales metrics

Reach out to prospective clients to grow Transamerica’s sales and market share

Develop new business and maintain existing business relationships by conducting phone calls, email campaigns, webinars, in person sales meetings, and attending industry conferences

Expand opportunities for Transamerica’s Mutual Funds and ETFs by leveraging current and new industry contacts

Become a Transamerica product expert while maintaining a deep understanding of the competitive environment and positioning

Manage expense budget

Stay compliant with Transamerica rules, policies, and procedures

Qualification

FINRA Series 7FINRA Series 63Financial services experienceInvesting knowledgeMicrosoft Office proficiencyListening skillsCommunication skillsInterpersonal skillsProblem solving skillsRelationship buildingSelf-motivatedTeamwork

Required

Bachelor's degree in a business field or equivalent work experience

Five years of financial services industry experience, including three years working with RIAs

FINRA Series 7 and 63

Thorough understanding of investing, asset allocation, and capital markets to translate the value to advisors

Outstanding communication, interpersonal, problem solving, and relationship building skills

Ability to combine sophisticated listening skills with market acumen to anticipate and discover the needs and expectations of clients and propose suitable solutions through a consultative sales approach

Self-motivated and able to work as part of a team in a fast paced environment

Proficiency using Microsoft Office tools