Aegon · 4 hours ago

Regional Vice President, Mutual Funds (Portland, OR)

United States

Full-time

Remote

Mid, Senior Level

$40K/yr - $60K/yr

5+ years exp

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Insider Connection @Aegon

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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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales experienceFINRA Series 6FINRA Series 7FINRA Series 63External wholesalingMaster's degree