Manager - Internal Business Development Consultant - WFG

Aegon•Philadelphia, PA

46d

About The Position

As part of the World Financial Group (WFG) distribution team, lead Internal Business Development Consultants within an assigned group of WFG. Ensure WFG Internal Business Development Consultants are effectively partnering with field agents and field leadership to drive increased agent recruiting, licensing, and product sales; enhance the agent experience. Ensure production standards are met and work with leadership to improve the efficiency and effectiveness of the team.

Requirements

Bachelor's degree in a business field or equivalent education/experience
Five years of relevant sales experience or financial services industry experience, including distribution/sales management
Life license, or ability to obtain within 6 months
Solid understanding of the life insurance industry, securities business, agency operations, products, and regulations.
Understanding of employment regulations to manage employees.
Outstanding relationship building skills to motivate and encourage recruits and agents
Analytical and problem-solving skills to interpret and connect practical solutions to business problems.
Proficiency using MS Office products, and technologies used to deliver web-based training/meetings.

Nice To Haves

Supervisory/team lead/people management experience
Life & Health license
Proficiency using WFG/TFA platforms
FINRA Series 6 & 63 Licenses

Responsibilities

Manage a team of Internal Business Development Consultants within an assigned group of WFG.
Ensure annual growth and business targets are set and met for WFG and Transamerica.
Empower the field force with information, tools, and resources to achieve business goals.
Conduct in-person training and promotions at field events and facilitate virtual webinars with field attendees to drive agent production and engagement with an aim towards increasing product sales to deliver on company goals.
Provide guidance and training to team members on products, services, and procedures.
Serve as a point of contact for agents with complex or escalated requests.
Track and measure the quality and quantity of work performed by the team.
Work with management to analyze data trends and quality reports; provide recommendations for improvements.
Drive increased recruit-to-licensing and license-to-sales growth for new recruits and agents through on-going technical support, training, issue resolution, and recognition of field accomplishments.
Set clear performance expectations, conduct performance reviews and as needed, implement improvement measures for individual and team success.

Benefits

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs