Regional Manager - Retirement Education and Planning Services

Transamerica

107d • $85,000 - $110,000

About The Position

Oversees the management and development of one or more regional teams of Retirement Planning Consultants that provide education, planning services and advice to plan participants of major retirement plan clients for Transamerica. Works closely with Client Executives and other leaders within the Advice Center to ensure overall communications program, education and Advice Center objectives are met.

Requirements

• Bachelor’s degree in business or finance, or equivalent industry experience.
• Seven years of sales/marketing/education experience in the financial services/insurance industry.
• Five years of supervisory experience.
• In-depth investment knowledge.
• FINRA Series 6 or 7.
• FINRA Series 63 or obtain within six months.
• Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC).
• Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC.
• Management skills to lead, coach, develop and motivate staff.
• Advanced communication skills to present information to a wide variety of audiences.
• Interpersonal and relationship building skills to promote services and motivate staff.
• Analytical and problem-solving skills to analyze trends/manage budgets and resolve customer issues.
• Proficiency using MS Office (Word, PowerPoint, Excel).

Nice To Haves

• Experience conducting presentations, hosting webinars and GoToMeeting events.
• Life insurance license.
• CFP.

Responsibilities

• Oversee staff recruitment, performance management, product/systems training and sales coaching.
• Manage multiple managers.
• Develop policies, procedures, and best practices for the division while ensuring compliance with regulations, company policies, and client expectations.
• Provide ongoing evaluation and critique of managers and subordinates.
• Review evaluations conducted by managers to achieve consistency within the organization.
• Establish and drive individual and team goals; assess training and coaching needs.
• Ensure high client service and satisfaction scores via touch point surveys and Net Promoter Scores.
• Refine the education delivery mechanisms and operational processes to provide a consistent and scalable business model.
• Develop training programs, communication tools, and reporting processes to support team growth and sales results.
• Display commitment to employee growth and development by conducting fair and constructive performance appraisals; actively engage in employee training, and maintain and monitor quality indicators and compliance policies.
• Identify opportunities for efficiency improvements and implement quality solutions.
• Develop and manage team budget and develop plans to achieve revenue and expense targets.
• Partner with other areas of the Advice Center and TA Retirement Solutions as an integrated extension of the participant education and Advice program.
• Provide support to the Sales team in sales finals or sale finals presentations.

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.
• Health and Work/Life Balance Benefits.
• 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
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees