Regional Vice President, Mutual Funds NJ/E Philadelphia

About the role

Responsible for the distribution of Transamerica products for a defined territory.

Responsibilities

• Develop new business and maintain existing business relationships by conducting in-person sales meetings.
• Provide advisers with up-to-date information on Transamerica products and business building ideas.
• Reach out to prospective advisers within market to grow Transamerica’s sales and market share.
• Manage business in partnership with Internal Wholesaler.
• Allocate resources provided by Transamerica Capital, Inc.
• Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required.
• Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures.
• Stay current on Transamerica products.

Requirements

• Bachelor’s degree in a business field or equivalent experience
• Five years of sales experience in the financial services industry
• FINRA Series 7
• FINRA Series 63

Skills

• Outstanding communication and presentation skills
• Excellent time management and organizational skills
• Ability to work as part of a team
• Proficient using technology

Preferred Qualifications

• Master’s degree
• External wholesaling of financial services products

Working Conditions

• Remote (Field/Travel) Environment
• Extensive Travel >50%
• Travel within defined territory to visit clients and prospects

Pay

The salary for this position is generally $50,000. This range is an estimate, based on potential employee qualifications, operational needs, and other considerations permitted by law. The range may vary above and below the stated amount.

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan and individual performance, at the company’s discretion.

This position may be eligible for sales incentive plan(s). Details pertaining to the calculation and payment of commissions are available in the individual provisions of the applicable sales incentive plan.