Regional External Business Development Consultant US - WFG Distribution (Northern California)

Transamerica

276d • $70,000 - $100,000 • Remote

About The Position

As part of World Financial Group (WFG) distribution team, the Regional External Business Development Consultant is responsible for partnering with the WFG Distribution Business Development team, field agents and field leadership to drive increased sales, agent recruiting, licensing, multi-ticket/multi-product sales; and to enhance the agent experience. The Regional External Business Development Consultant will increase field performance through issue/opportunity identification and resolution; training; incentives and programs promotions; and executing on WFG sales growth strategies. The External Business Development Consultant promotes WFG opportunities to increase sales through a scalable and compliant business model aligned with the company's strategic vision. The territory for this position is Northern California.

Requirements

• Five years of financial services industry experience, including distribution/sales management.
• Life license or Life & Health license.
• FINRA Series 6 license.
• Solid understanding of the life insurance industry, securities business, agency operations, products, and regulations.
• Outstanding communications and relationship-building skills with the field force, home office areas, strategic partners, and key stakeholders.
• Solid business acumen and sound judgement to identify issues/gaps, make strategic decisions, and influence outcomes aligned to objectives.
• Technical aptitude to learn and train others.
• Analytical and problem-solving skills to interpret and connect practical solutions to business problems.
• Strong written and oral communication skills, presentation, and public-speaking skills for extensive contact with internal and external stakeholders at all levels.
• Creative self-starter with the ability to engage and motivate others.
• Attention to detail and the ability to manage multiple priorities simultaneously in a fast-paced environment.
• Effective application of project management methodologies.
• Proficiency using MS Office products, and technologies used to deliver in-person and web-based training/meetings.

Nice To Haves

• Bachelor's degree in a business field.
• Bilingual: English/French/Spanish/Punjabi (oral and written) as required in some territories.
• Proficiency using WFG/TFA platforms.

Responsibilities

• Drive WFG life and annuity/seg fund sales growth and achieve business targets set for WFG and Transamerica by aligning with the WFG Business Development team to achieve results and execute on objectives.
• Increase licensed agents counts, first time producer sales, business retention and increased agent selling - multi-ticket and multi-product sales.
• Empower the field force with information, tools, and resources to achieve business goals.
• Share knowledge of industry best practices, home office resources, marketing platforms, and other programs/processes available for success.
• Innovate and connect solutions to business needs.
• Provide guidance to field leaders on strategic planning and issue resolution.
• Conduct analysis of field performance to identify emerging trends and make recommendations to drive sales, grow and retain licensed agents, engagement, and practical risk management.
• Engage and empower field leadership to implement WFG initiatives that improve business effectiveness.
• Monitor agent recruiting and licensing within territories.
• Implement/deliver messaging, training, incentives, etc. to drive growth and meet retention objectives.
• Consult with field leadership to ensure systems, procedures, and programs adhere to WFG/Transamerica guidelines and quality control measures.
• Resolve identified issues.
• Travel regularly to manage territory rotation providing issue/opportunity identification and solutions/resources, training, and coaching on performance effectiveness and to maximize resource efficiency.
• Manage expenses and use of regional budgets to ensure total expenditures are within budget and providing the best return on investment.

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Management of Companies and Enterprises
• Education Level: Bachelor's degree