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Aegon · 1 day ago

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

United States

Full-time

Remote

Mid, Senior Level

$50K/yr - $50K/yr

5+ years exp

Aegon is seeking a Regional Vice President for Mutual Funds to oversee the distribution of Transamerica products within a defined territory. The role involves developing new business relationships, providing advisers with product information, and managing business partnerships to enhance sales and market share.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

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 63Communication skillsPresentation skillsTime managementOrganizational skillsTechnology proficiencyBachelor’s degreeMaster’s degreeExternal wholesalingTeamwork