Regional Vice President, Mutual Funds (NY) jobs in United States
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Aegon · 1 day ago

Regional Vice President, Mutual Funds (NY)

Aegon is responsible for the distribution of Transamerica products for a defined territory. The Regional Vice President will develop new business, maintain relationships, and manage sales efforts to grow Transamerica’s 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 proficiencyTeamwork

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

Annual Bonus based on the Company Bonus Plan/Individual Performance
Commissions based on applicable sales incentive plan(s)

Company

Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.

Funding

Current Stage
Public Company
Total Funding
$760M
2024-04-10Post Ipo Debt· $760M
1999-04-01IPO

Leadership Team

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Lard Friese
Chief Executive Officer
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Duncan Russell
Chief Financial Officer
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Company data provided by crunchbase