Responsible for the distribution of Transamerica’s mutual funds and exchange traded funds to the Registered Investment Advisor (RIA) associated with investment advisory firms in a defined territory.

Responsibilities

  • Execute on business plans in conjunction with external sales partner(s) to meet key activity and sales metrics.
  • Reach out to prospective clients to grow Transamerica’s sales and market share.
  • Develop new business and maintain existing business relationships by conducting phone calls, email campaigns, webinars, in person sales meetings, and attending industry conferences.
  • Expand opportunities for Transamerica’s Mutual Funds and ETFs by leveraging current and new industry contacts.
  • Become a Transamerica product expert while maintaining a deep understanding of the competitive environment and positioning.
  • Manage expense budget.
  • Stay compliant with Transamerica rules, policies, and procedures.


Qualifications

  • Bachelor’s degree in a business field or equivalent work experience
  • Five years of financial services industry experience, including three years working with RIAs
  • FINRA Series 7 and 63
  • Thorough understanding of investing, asset allocation, and capital markets to translate the value to advisors
  • Outstanding communication, interpersonal, problem solving, and relationship building skills
  • Ability to combine sophisticated listening skills with market acumen to anticipate and discover the needs and expectations of clients and propose suitable solutions through a consultative sales approach
  • Self-motivated and able to work as part of a team in a fast paced environment
  • Proficiency using Microsoft Office tools


Preferred Qualifications

  • Sales experience


Working Conditions

  • Remote (Field/Travel) Environment
  • Moderate Travel 50%

Compensation

The salary for this position is generally $ 120,000K. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility

This position is also typically eligible for Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.


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.