As a member of Transamerica Retirement Solutions, the Business Development Director is responsible for wholesaling qualified retirement plans to small and mid-sized markets through all channels of financial intermediaries including banks, wire houses, regional broker dealers, employee benefit firms, etc. Works within an assigned territory to meet company objectives as a market leader.

Responsibilities

  • Prospect for new clients within an assigned territory to achieve sales goals.
  • Execute on advisor training sessions such as branch meetings, lunch & learns, walk-throughs, CEs, etc.
  • Develop a network of new relationships with advisors, consultants, and other third party intermediaries focused on the retirement industry.
  • Execute finalist meetings and/or webcast demonstrations as requested by Transamerica RVP.
  • Participate in proactive marketing campaigns.
  • Network with (leverage) targeted TPA’s to develop new and ongoing retirement sales.

Qualifications

  • FINRA Series 6 & 63
  • Life & Health License
  • In-depth understanding of the retirement market and ERISA
  • Self-motivated with an instinctive sales acumen to organize thoughts and actions to meet sales goals
  • Outstanding interpersonal, public speaking and presentation skills
  • Ability to manage resources and to thrive in a fast-paced, high-volume environment
  • Technical skills to use state-of-the-art tools

Preferred Qualifications

  • Two years of experience in the retirement plan industry

Working Conditions

  • Work remote from home
  • Extensive travel to meet with prospects, advisors, and key intermediaries in the territory

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

Total compensation is targeted at $150,000 per year. See breakout below.

The base for this position is generally between 75,000 in annual base pay.

This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. The commission variable target is 75,000, paid monthly based on applicable sales incentive plan (s).

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.