Transamerica · 9 hours ago
Regional Vice President - Life (Seattle)
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Responsibilities
Execute a marketing plan to maintain and grow territory and assigned agencies/accounts.
Partner with assigned agencies/accounts to make Transamerica their carrier of choice.
Maintain a working knowledge of related sales concepts.
Work closely with Internal Sales Desk and Marketing to support agencies/accounts.
Maintain proactive, positive, and meaningful communication with agencies/accounts, home office, and other members of the sales team.
Maintain a regular rotation for responsible area of coverage.
Facilitate meetings as needed and schedule follow up appointments.
Attend appropriate meetings within assigned territory – agency, industry.
Work to best utilize resources from Home Office, Marketing, and Underwriting.
Train, educate, and support distributors within assigned territory.
Understand the operational aspects of major accounts.
Manage travel and expense in line with established budget.
Qualification
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Required
Bachelor’s degree in a business field or equivalent experience
Three years of insurance industry experience, including one year in wholesaling
Proven sales results
Strong presentation and organizational skills
Outstanding communication, negotiation, and interpersonal skills
Exceptional customer service focus
Ability to learn and communicate Transamerica’s products, features, tools and services.
Basic computer knowledge
Preferred
FINRA Series 6 and insurance licenses
Professional designations (CLU, ChFC, CFP, CLTC)
Financial services/brokerage industry 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
College Coach 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.
Funding
Current Stage
Late StageRecent News
2024-05-24
Business Journals
2024-04-25
Company data provided by crunchbase