Perform analysis, due diligence, implementation management, and ongoing monitoring of product offerings through World Financial Group (US and Canada) or Transamerica Financial Advisors. Maintain a robust database of approved products and analyze new product requests for expanded company offerings in alignment with strategic objectives.

Responsibilities

  • Review products for approval to sell on WFG/TFA company platforms for either life and fixed/variable annuity insurance products, or mutual fund, money management, and retirement products.
  • Perform initial intake, data collection, product analysis, and alignment with existing offerings of like products on the shelf. Prepare and present findings to the Product Review Committee and other stakeholders.
  • Direct product implementation process to set up approved products on appropriate platforms including but not limited to those used for marketing, compensation, data aggregation, and supervision.
  • Maintain detailed competitive intelligence data to proactively ensure company product offerings are compensative and priced appropriately for the marketplace.
  • Collaborate with Marketing, IT, Operations, and Supervision to ensure published product information is accurate and kept up to date for use by leadership and field professionals.
  • Perform ongoing monitoring and prepare periodic reports of carriers to make sound business decisions and to satisfy governance and regulatory reporting requirements. Coordinate life and annuity offerings from the same enterprise distinguishing between subsidiary life or annuity manufacturing entities they may offer.
  • Develop and maintain in-depth knowledge of available products to answer inquiries from staff and external parties. Assist in the training of supervisory staff on the nuance of the products and any complexities. Assist the leader of supervision in configuration of supervision and surveillance business intelligence for oversight.
  • Create reports (e.g. product comparison, market share, competitive intelligence, etc.)


Qualifications

  • Intermediate level experience in the insurance/financial services industry (typically two to five years)
  • Life license for insurance product analysis
  • FINRA Series 6 or 7 for securities product analysis
  • Thorough understanding of individual term and permanent insurance products and the distribution life cycle (from application to issuance and in-force servicing)
  • Practical understanding of variable and traditional annuity products and their various features and benefits.
  • For securities products – experience evaluating asset management offerings, advisory programs and investment company products
  • Knowledge of working with intermediaries such as MGA’s or BGA’s that may support WFG independent contractors in sales.
  • Knowledge of product implementation processes for insurance and for broker-dealer or RIA
  • Experience supporting product due diligence
  • Analytical and research skills
  • Technical aptitude
  • Strong attention to detail
  • Excellent communication and customer-focused service skills.


Preferred Qualifications

  • Bachelor’s degree in a business field
  • Experience in product due diligence
  • Presentation and/or sales training experience


Working Conditions

  • Office Environment

The Salary for this position generally ranges between $73,000-$90,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs.

Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.
  • Official offers are sent via DocuSign following a verbal offer—not through text or email.