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Transamerica · 1 week ago

Regional Director Business Development Canada - WFG

Home, KS

Full-time

Hybrid

Senior Level, Lead/Staff

CAD$100K/yr - CAD$130K/yr

10+ years exp

Transamerica is a financial services company that empowers individuals to live their best lives through innovative solutions. The Regional Director Business Development is responsible for leading and developing a team to drive life and annuity sales, enhance agent experiences, and implement growth strategies in alignment with company objectives.

Financial ServicesImpact InvestingInsurance

Responsibilities

Leads a team of External Business Development Consultants responsible to generate WFG life and annuity/seg fund sales growth and achieve business targets set for WFG and Transamerica

The Director in alignment with the WFG Business Development team achieves results and executes on objectives that increase licensed agents counts, first time producer sales, business retention and increased agent selling - multi-ticket and multi-product sales

Empower the field force with information, tools, and resources to achieve business goals. Share knowledge of industry best practices, home office resources, marketing platforms, and other programs/processes available for success. Innovate and connect solutions to business needs

Provide guidance to field leaders on strategic planning and issue resolution as needed. Conduct analysis of field performance to identify emerging trends and make recommendations to drive sales, grow and retain licensed agents, engagement, and practical risk management

Engage and empower field leadership to implement WFG initiatives that improve business effectiveness

Monitor agent recruiting and licensing within territories. Implement/deliver messaging, training, incentives, etc. to drive growth and meet retention objectives

Consult with field leadership to ensure systems, procedures, and programs adhere to WFG/Transamerica guidelines and quality control measures. Resolve identified issues

Travel regularly with Regional External Business Development Consultants providing coaching to better implement sales strategies that maximize regional sales. Coach on performance effectiveness to maximize resource efficiency. Ensure productivity and sales goals are met and exceeded consistently. Ensure effective use of territory travel/entertainment budgets ensuring total expenditures are within budget and providing best return on investment

Provide leadership and clear direction to staff. Recruit, hire, lead, coach, reward, and direct day-to-day activities of employees with a focus on professional development and achieving targeted business outcomes. Set clear performance expectations, conduct performance reviews, and as needed implement improvement measures for individual and team success

Qualification

Financial services experienceLife licenseMutual Fund licenseLife insurance industry knowledgeAnalytical skillsMS Office proficiencyProject managementCreative self-starterCommunication skillsRelationship-building skillsProblem-solving skillsAttention to detail

Required

Ten years of financial services industry experience, including distribution/sales management and leadership roles

Life license or Life & Health license

Mutual Fund license

In-depth understanding of the life insurance industry, securities business, agency operations, products, and US or Canadian regulations

Outstanding communication and relationship-building skills with the field force, home office areas, strategic partners, and key stakeholders

Solid business acumen and sound judgement to identify issues/gaps, make strategic decisions, and influence outcomes aligned to objectives

Analytical and problem-solving skills to interpret and communicate complex concepts

Strong written and oral communication skills, presentation, and public-speaking skills for extensive contact with internal and external stakeholders at all levels

Creative self-starter with the ability to engage and motivate others

Attention to detail and the ability to manage multiple priorities simultaneously in a fast-paced environment

Effective application of project management methodologies

Proficiency using MS Office products and technologies to deliver in-person and web-based trainings/meetings

Preferred

Bachelor's degree in business field

Bilingual: English/French/Spanish/Punjabi (oral and written) as required in some territories

Proficiency using WFG/TFA platforms

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

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