Regional-Vice-President,-Life-Insurance

Job Description

Job Description Summary
Transamerica has been helping people feel better about the future for more than 100 years, and we’re proud of the trust we’ve earned. But we believe our responsibility goes beyond insurance, investments, and retirement accounts. We’re also in the business of helping people improve their financial and personal well-being, so they can add more years to their lives, and more life to their years. Are you a problem solver and have strong analytical skills? Do you like detailed work and following procedures? Are you a strong communicator and have excellent customer service skills? If your answer is yes, we are looking for you!
Job Description

What You Will Do: 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 for the WFG producers located in their assigned territory

What You Will Learn: In this role, you will gain exposure to Transamerica’s rich history and culture. You will be working with a team of ambitious and engaged professionals who bring fresh ideas and diverse perspectives to help us continually shake up the status quo and stay on the forefront of reinventing how we meet our business partner’s needs.

What Success Looks Like:

• 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.

What You Need:

• 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 Qualifications:

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

Working Conditions:

• Office environment
• Extensive travel (75%)

What You Receive:

A Comprehensive Wealth + Health package. It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you’ll come to discover, Wealth + Health is a central part of everything we do!

Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship

Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program

Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment