Director, Advanced Markets

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 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.* For more information, visit transamerica.com.  

Job Description Summary

Support and promote the sale of Transamerica products through retirement, estate and wealth planning strategies. Act as a consultant and liaison to the sales force and a business partner to their agents and brokers, by providing answers to specific questions and by communicating, identifying and closing sales opportunities. Act as a mentor, provide guidance and train other staff members and employees.

Job Description

Responsibilities

• Execute the strategy and goals outlined by the Vice President of Advanced Markets.
• Communicate retirement, estate, tax and other general financial planning concepts to wholesalers and their agents, over the phone, via webinar and in person, in order to promote the sale of Transamerica products.
• Respond to and follow up on calls and emails from the field.
• Responsible for identifying opportunities for department improvement; ensure the accuracy of information provided by the department.
• Responsible for the oversight and completion of assigned duties within the department.
• Identify sales opportunities and lead projects to support such opportunities.
• Develop and deliver seminar presentations to a wide variety of audiences at locations nationwide.
• Deliver presentations at industry and broker dealer conferences.
<