In Plan Services Team Manager

Job Family

Business Development / Direct Sales

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

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

Job Description Summary

Responsible for managing a team who provides support and education to in-plan participants in the accumulation stage of their retirement while looking for opportunities to better and simplify the participants retirement picture. The team has the ability to sell financial products and services (annuities, mutual funds, retirement accounts, brokerage, cash accounts, fee-based accounts and advice, etc.) to better achieve participants goals.

Job Description

Responsibilities

• Manage a team of phone-based Retirement Consolidation Specialists and Financial Advisors, including recruitment, performance management, and coaching.
• Maintain a collaborative team culture by exhibiting a high degree of energy and influence to ensure individual and team goal achievement through motivation, coaching and sharing of best-practices.
• Lead regular team meetings and frequent individual one on one coaching sessions with each team member.
• Support the professional development of each team member by providing detailed feedback and coaching to better their conversations with participants and sales success.
• Stay up-to-date on regulatory and company changes to ensure the team is opportunity in a compliant and Best Interest capacity.
• Participate and support development of training and professional development workshops to increase product and industry expertise.
• Ensure client satisfaction by owning the resolution and communication of any client issues.
• Maintain required licenses and securities registrations via timely renewals and completion of required Continuing Education credits.
• Effectively handle multiple projects while meeting related deadlines.
• Provide coaching and best practices around, but not limited to, the following topics:
  • In-plan retirement education
  • Comprehensive financial and retirement planning advice
  • Recommendations and selling distributed products and services to clients
  • Consultative and persuasive sales skills to uncover client needs & increase number of accounts and assets under management
  • Phone and digital based client interaction best practices and time management
  • Client service, satisfaction and retention
  • Documentation, disclosure and regulatory requirements.

Qualifications

• Bachelor’s degree in finance or business, or equivalent industry experience
• Two years of sales/marketing experience in the financial services/insurance industry
• Five years of comprehensive experience as a financial