Regional Vice President - Retirement Mid Markets (Houston, S. TX)

Transamerica
$90,000 - $100,000Remote

About The Position

As a member of Transamerica Retirement Solutions, the Regional Vice President is responsible for the sale of qualified retirement plans to small and mid-sized markets through all channels of financial intermediaries including banks, wire houses, regional broker dealers, employee benefit firms, etc. Works within an assigned territory to meet company objectives as a market leader.

Requirements

  • Three years of sales experience in the retirement plan industry
  • FINRA Series 6 & 63
  • Life & Health License
  • In-depth understanding of the retirement market and ERISA
  • Self-motivated with an instinctive sales acumen to organize thoughts and actions to meet sales goals
  • Outstanding interpersonal, public speaking and presentation skills
  • Ability to manage resources and to thrive in a fast-paced, high-volume environment
  • Technical skills to use state-of-the-art tools

Nice To Haves

  • Existing broker relationships within the assigned territory

Responsibilities

  • Prospect for new clients within and assigned territory to achieve sales goals.
  • Develop a network of advisors, consultants, and other third party intermediaries focused on the retirement industry.
  • Develop plan sponsor relationships through direct meetings with key contacts.
  • Participate in proactive marketing campaigns.
  • Manage a territory of target prospects.

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
  • 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
  • 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
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