Who We Are

Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).

Responsibilities

• Executive ambassador at national and international meetings and events accountable for strengthening relationships and managing and delivering communications with key field leadership and field force. Gather, evaluate, and communicate business intelligence and insights to WFG/Transamerica executives re: new business relationships, distribution communications, and tactical and strategic challenges.
• Lead key engagement activities: field relations, field development & sales training, agent engagement & experience, and business development to create the reputational brand and agent experience that keeps WFG a premier industry partner to agents and financial professionals.
• Lead, coach, and mentor employees and teams to achieve goals and targets. Promote and foster employee engagement and well-being by driving collaboration, innovation, and transparency, inclusion and trust across the functions and organization. Build high performing, diverse teams who meet business objectives.
• Aligned with vision, develop plans to increase field knowledge; enhance policies, programs, and procedures; and implement growth initiatives aimed at increasing agents and financial professionals’ engagement and market share.
• Drive high quality execution and ensure field protocols, marketing plans, field sales training programs, agent recognition programs, events, promotions, and initiatives are implemented on time, on budget, and with impact that leads to increased engagement, responsible risk management, and positive connection with the field force.
• Partner with Transamerica Corporate Development on confidential and sensitive business situations impacting the direction of WFG/TFA. Apply expert level knowledge and judgement to diverse and complex situations assessing financial impacts, reputational and market impacts, and feasibility to transact.
• Serve as a catalyst for change to achieve profitable business results.
  

Qualifications

• Bachelor’s degree in a business field or equivalent experience
• 15 years of industry experience, including leadership roles, sales management experience, and relationship management
• Life license and FINRA Series 7 & 24/26, required
• Five years of demonstrated experience in a senior management role setting clear goals and direction, coaching, and developing diverse teams to create a highly engaging and productive work environment
• Critical thinker with demonstrated experience structuring, tracking and improving KPIs using a data and metrics driven approach
• In-depth knowledge of the insurance and brokerage industry and wholesale/marketing organizations
• Exceptional communication and presentation skills to deliver important messages to key stakeholders and diverse groups
• Ability to hold difficult conversations with Field Leaders and employees while keeping relationships intact
• Relationship building skills and the ability to influence outcomes

Preferred Qualifications

• FINRA Series 6 & 63, 66
• Knowledge of Transamerica products
• Experience working with World Financial Group, Inc.
  

Working Conditions

• Office or hybrid office/remote environment
• Extensive travel (50% +) domestic and international

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules and other compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

Compensation:

The salary for this position generally ranges between $230,000-$320,000. 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:

This position is also eligible for an Annual Bonus and Long Term Incentive, at a targeted percentage, based on the Company Bonus Plan/Individual Performance.

Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment. #LI-remote #IND123

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees .

Compensation Benefits

• Competitive Pay

• Bonus for Eligible Em ployees

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 s ervice 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

• Peer Recognition Program (BRAVO)

Inclusion & Diversity

Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.

In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.

Giving Back

Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.

https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century. Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

Websites

Transamerica | Protecting Your Wealth and Health since 1906

Aegon Group Corporate Website | Aegon

Management Team

Transamerica Leadership - Standing For Financial Innovation Since 1906 | Transamerica