Regional Vice President - Retirement Mid Markets (KY, NJ, NY, WA)
About the role
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. Remote (Field/Travel) environment with extensive local travel (>50%) to meet with prospects, advisors, and key intermediaries in the territory.
Responsibilities
- Prospect for new clients within 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.
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.
Skills
- 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.
Qualifications
- Existing broker relationships within the assigned territory (preferred).
Pay
The salary for this position is generally $90,000‑100,000. 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 amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. Bonus eligibility: typically eligible for Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion. Commissions: may be eligible to earn commissions based on applicable sales incentive plan(s); details are available in the individual provisions of the sales incentive plan that applies.