Business Development Specialist - National Accounts

About the role

This role supports and develops business plans and initiatives, assesses new markets, and analyzes new business opportunities to support the sale of Transamerica products. Responsibilities include managing relationships with broker-dealers, facilitating proposals, reviewing agreements, attending conferences, collaborating with the Sales Desk, resolving client issues, communicating service updates, and building relationships with firm back offices.

Responsibilities

• Understand the products, services and positioning messages of Transamerica and convey to broker-dealer firms.
• Foster relationships with key account relationship managers to determine strategic distribution opportunities for various initiatives.
• Facilitate Request for Proposals.
• Measure, evaluate, and propose ideas to increase sales for assigned accounts.
• Review firm agreements and partner with internal partners for execution (TAM Legal, TAM Operations).
• Support Conferences including organizing, attendance, and collaboration with the events team.
• Collaborate with the Sales Desk and external wholesalers.
• Identify and use available resources to resolve client issues and concerns.
• Communicate changes and updates regarding services and product materials to firm contacts.
• Build relationships with firm back offices to better assist with operational issues.

Qualifications

• Bachelor’s degree in a business-related field or equivalent experience.
• Three years of sales experience in the financial services industry.
• FINRA Series 7, or obtain within 90 days of hire date.
• FINRA 63, or obtain within 90 days of hire date.
• Communication and presentation skills.
• Sales and relationship-building skills.
• Proficiency using MS Office.

Preferred Qualifications

• Key account management experience.

Salary and Benefits

The Salary for this position generally ranges between $71,000-$75,000 annually. The position is eligible for an Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.

Work Conditions

Hybrid Office Environment, Moderate Travel 10 to 25%