AVP, Sales Desk Manager

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.

We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

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Job Description Summary

Lead an internal sales team supporting Transamerica Workplace retirement plans. Foster a sales and

service environment to ensure customer satisfaction and the attainment of sales goals.

Job Description

Responsibilities

• Supervise, lead, and support a team focused on generating sales and providing service support to the advisor and partner community.
• Partner with assigned divisional VP to develop strategies and business plans to be adopted by the team.
• Track team productivity, key performance indicators, and sales results.
• Conduct coaching, sit-ins, and call reviews with staff as needed.
• Participate in hiring decisions and manage staffing levels to ensure a positive and productive work environment.
• Seek and maintain expert level knowledge of company products, industry regulations, and the competitive landscape.
• Generate monthly reports on productivity and sales results for senior leadership.
• Manage escalations and source solutions for clients and advisors, including technology issues.
• Represent the company and department at divisional, industry, partner, and recruiting events.
• Provide support for product launches, projects, etc. as required.

Qualifications

• Three years of internal wholesaling experience
• Thorough knowledge of financial services, the advisory landscape, and retirement plans
• FINRA Series 6 / 7, 63, 24 / 26
• Life license
• Outstanding communication and interpersonal skills
• Ability to lead others

Preferred Qualifications

• Bachelor's degree in business
• Experience with Salesforce, Goggle Analytics, Hub Spot, etc.

Working Conditions

• Office or hybrid office / remote environment
• Occasional travel

The Salary for this position generally ranges between $81,000-$85,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus of 15% based on the Company Bonus Plan / Individual Performance and is at the Company's discretion.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible…