Virtual Regional Wholesaler

Job Family

Regional / Field Sales

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.

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.

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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Responsible for the distribution of Transamerica life insurance products for a defined territory in partnership with a field based Regional Vice President (RVP) and Internal Sales Partner.

• Develop new business and maintain existing business relationships by conducting web-based sales meetings with World Financial Group (WFG) agents, with focus on how to position the product to have better conversations and outcomes with clients, ultimately driving Transamerica life production and retaining market share.
• Emphasis on sales activities for new agent onboarding to increase the number of first-time agents writing Transamerica business and growing existing agent production.
• Provide WFG associates with up-to-date information on Transamerica products and timely business building ideas.
• Run national campaigns to grow Transamerica sales and market share including reach out to prospective WFG associates within targeted campaigns.
• Manage business in partnership with RVPs by properly allocating resources provided by Transamerica Life Distributors (TLD).
• Coordinate Webex presentations with WFG associates and TLD management team on behalf of wholesaling team to provide value added resources.
• Participate in TLD annual meeting and WFG convention, bi-annual regional sales meetings, training, and sales meetings at the request of the National Sales Manager.
• Stay compliant in accordance with Transamerica rules, policies and procedures.
• Stay current on Transamerica life insurance products, and economic and market conditions.

• Bachelor’s degree in a business-related field or equivalent education/experience
• Two years of financial services/brokerage industry experience
• Two years of sales desk/hybrid/external wholesaling experience
• Life license
• Health license, or obtain…