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Transamerica · 1 day ago

Regional Vice President, Mutual Funds (San Diego/Hawaii)

California, United States

Full-time

Hybrid

Mid, Senior Level

$50K/yr - $50K/yr

5+ years exp

Transamerica is a financial services company dedicated to helping individuals live their best lives. The Regional Vice President, Mutual Funds will be responsible for the distribution of Transamerica products within a defined territory, focusing on developing new business and maintaining relationships with advisers.

Financial ServicesImpact InvestingInsurance

Responsibilities

Develop new business and maintain existing business relationships by conducting in-person sales meetings

Provide advisers with up-to-date information on Transamerica products and business building ideas

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

Manage business in partnership with Internal Wholesaler

Allocate resources provided by Transamerica Capital, Inc

Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required

Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures

Stay current on Transamerica products

Qualification

Sales experienceFINRA Series 6FINRA Series 63Bachelor’s degreeTechnology proficiencyCommunication skillsPresentation skillsTime managementOrganizational skillsTeamwork

Required

Bachelor's degree in a business field or equivalent experience

Five years of sales experience in the financial services industry

FINRA Series 6 or 7, and 63

Outstanding communication and presentation skills

Excellent time management and organizational skills

Ability to work as part of a team

Proficient using technology

Preferred

Master's degree

External wholesaling of financial services products

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

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