Director, Meeting & Events Planner – Financial Associates and Advisory Groups

Job Family

Marketing - General

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. 

     

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

The Director, Meeting & Events Planner is responsible for organizing and executing a variety of meetings and events for Transamerica’s World Financial Group. This person is an individual contributor who is expected to work closely with vendors, travel specialists, marketing and event coordinators to provide the highest customer service to event participants.

Job Description

Responsibilities

• Responsible for planning meetings and events for client and employee sales meetings. This includes but is not limited to: company hosted meetings, due diligence meetings, top producer meetings, gatekeeper meetings, sales conferences and company meetings.
• Provide on-site event support, before and during events and meetings.  Prepare and oversee company hosted meeting checklists.
• Responsible for site selection and food and beverage selection, as well as makes arrangements for audio-visual, transportation and other services.
• Provide expertise and guidance regarding event planning issues and processes including but not limited to housing management, food and beverage planning, meeting room sets, audio visual specifications, and travel services.
• Research meeting sites, hotels and other vendors to compare services and cost estimates.
• Responsible for determining and