Regional Sales Specialist - Employee Benefits (LAD/VB)

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

Provide sales support to a designated Regional Vice President and Divisional Sales Manager to promote and finalize the sale of Employee Benefits products. Use product expertise to build and execute competitive sales proposals for supplemental life and health, and group life and disability portfolios.

Job Description

Responsibilities

• Collaborate with assigned Regional Vice President (RVP) to evaluate sales opportunities, prioritize request for proposal (RFP) volumes, develop strong broker relationships, and determine territory strategy to support broker development and sales results.
• Manage sales opportunity pipeline and analyze data provided to understand case complexity and requirements, determine the product offerings and plan designs that will best meet the client needs, and prioritize workload to meet client deadlines.    
• Build competitive plan designs and determine the product offerings that will deliver the best value to clients using Employee Benefits product expertise and industry experience. 
• Use digital platforms (proposal system, CRM) and associated workflows to manage sales opportunities from intake through implementation and ensure a smooth and optimal customer experience. Adhere to prescribed RFP and underwriting submission processes and ensure ti