Director Sales Support - Transamerica Financial Advisors (TFA)

Job Family

Sales Support / Operations

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

The Director of Sales Support - TFA is responsible for identifying and acting on approved opportunities to grow the securities business and assets under management for Transamerica Financial Advisors (TFA). Works closely with the President of TFA and the World Financial Group (WFG) leadership team to ensure prioritization of sales support initiatives and alignment with WFG strategy.

Job Description

Responsibilities

• Increase firm revenue by providing sales support services for our brokerage, advisory and insurance product platforms.
• Drive sales of securities and advisory products through execution of events, training programs, and sales desk phone support.
• Create and lead a sales support function that proactively helps advisors navigate TFA and its available capabilities.
• Support field leadership with identifying securities licensed reps that have capacity for increased productivity and develop a plan for implementation.
• Serve as chief relationship officer for TFA – wholesaling the TFA platform, developing meaningful relationships, and collecting feedback for improvement.
• Operate as a business leader for TFA conferences and strategic sponsor resource utilization, and oversee training, calendar content and scheduling.

• Collaborate with product and platform providers (insurance carriers, Fidelity, asset managers, etc.) to leverage thought leadership and sales support content.                    
• Collaborate wi