Transamerica · 2 weeks ago
Virtual Regional Wholesaler
United States
Full-time
Remote
Entry, Mid Level
$60K/yr - $60K/yr
2+ years expTransamerica is a financial services company that offers insurance, retirement, and investment solutions. The Virtual Regional Wholesaler is responsible for the distribution of Transamerica life insurance products for a defined territory, focusing on developing new business and maintaining relationships with agents.
Financial ServicesImpact InvestingInsurance
Responsibilities
Develop new business and maintain existing business relationships by conducting web-based sales meetings with World Financial Group (WFG) agents, with focus on how to position the product to have better conversations and outcomes with clients, ultimately driving Transamerica life production and retaining market share
Emphasis on sales activities for new agent onboarding to increase the number of first-time agents writing Transamerica business and growing existing agent production
Provide WFG associates with up-to-date information on Transamerica products and timely business building ideas
Run national campaigns to grow Transamerica sales and market share including reach out to prospective WFG associates within targeted campaigns
Manage business in partnership with RVPs by properly allocating resources provided by Transamerica Life Distributors (TLD)
Coordinate Webex presentations with WFG associates and TLD management team on behalf of wholesaling team to provide value added resources
Participate in TLD annual meeting and WFG convention, bi-annual regional sales meetings, training, and sales meetings at the request of the National Sales Manager
Stay compliant in accordance with Transamerica rules, policies and procedures
Stay current on Transamerica life insurance products, and economic and market conditions
Qualification
Required
Bachelor's degree in a business-related field or equivalent education/experience
Two years of financial services/brokerage industry experience
Two years of sales desk/hybrid/external wholesaling experience
Life license
Health license, or obtain within six months
Excellent communication and presentation skills
Time-management and organizational skills
Ability to work as part of a team
Proficiency using MS Office and sales tools
Preferred
Professional designations (CLU, ChFC, CFP, CLTC)
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
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
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