Transamerica · 16 hours ago
Business Development Regional Consultant - WFG (Northwest Territory)
United States
Full-time
Remote
Senior Level
$65K/yr - $75K/yr
5+ years expTransamerica is a financial services company dedicated to helping people plan for their futures. They are seeking a Regional Consultant to partner with field agents and leadership to enhance agent performance and drive growth through effective training and resource management.
Financial ServicesImpact InvestingInsurance
Responsibilities
Meet annual growth and business targets set for WFG and Transamerica
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
Conduct analysis of field performance to identify emerging trends and make recommendations to drive growth, 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 to manage territory rotation providing issue/opportunity identification and solutions/resources, training, and coaching on performance effectiveness and to maximize resource efficiency
Monitor FAST consultant activity reporting and use of regional budgets to ensure total expenditures are within budget and providing the best return on investment
Provide leadership and clear direction to senior FAST and FAST consultants. 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
Required
Five years of financial services industry experience, including distribution/sales management
Life license
Solid understanding of the life insurance industry, securities business, agency operations, products, and regulations
Understanding of employment regulations to manage employees
Outstanding communications 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
Technical aptitude to learn and train others
Analytical and problem-solving skills to interpret and connect practical solutions to business problems
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 used to deliver in-person and web-based training/meetings
Preferred
Bachelor's degree in a business field
FINRA Series 6 license
Proficiency using WFG/TFA platforms
People management experience
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
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase