The Regional Vice President is responsible for achieving sales goals within a specified territory by providing sales and marketing support, customer service, and education on Transamerica products and services. Focus on driving revenue growth and supporting the sales of life products and fixed index annuity products for the WFG producers located in their assigned territory.

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.

Qualifications

  • Bachelor’s degree in a business field or equivalent experience
  • Three years of insurance industry experience, including one year in wholesaling
  • State life license
  • 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 Qualifications

  • FINRA Series 6
  • Professional designations (CLU, ChFC, CFP, CLTC) 
  • Financial services/brokerage industry experience

Working Conditions

  • Remote environment
  • Extensive travel (75%)

Compensation

The salary for this position is generally $50,000. 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.

Commissions

This position may be eligible to earn commissions based on applicable sales incentive plan(s).  All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies

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 in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.