Manager, Advice Center Sales

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 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

Responsible for managing a team who sell financial products and services (annuities, mutual funds, retirement accounts, brokerage, cash accounts, fee based accounts and advice, etc.) to achieve individual and team objectives. Work with team to increase percent of client assets held, and increase client satisfaction and retention.

Job Description

Responsibilities

• Manage a team of Retirement Plan Specialists and Financial Advisors, including recruitment, performance management, and coaching.
• Establish and drive individual and team goals based on department objectives based on company objectives and goals.
• Exhibit a high degree of energy and influence to ensure individual and team goal achievement through motivation, coaching, demonstrate-observe-confirm, teaching, etc.
• Provide professional, comprehensive financial and retirement planning advice and guidance to clients.
• Recommend and sell distributed products and services to clients.
• Use consultative and persuasive sales skills to uncover client needs & increase number of accounts and assets under management.
• Engage clients through inbound calls and follow-up outbound calls, e-mail and other approved media.
• Meet all documentation, disclosure and regulatory