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Regional Vice President, Mutual Funds NJ/E Philadelphia
senior · Sales & Business Development
Responsibilities
- Develop new business and maintain existing business relationships by conducting in-person sales meetings.
- Provide advisers with up-to-date information on Transamerica products and business building ideas.
- Reach out to prospective advisers within market to grow Transamerica’s sales and market share.
- Manage business in partnership with Internal Wholesaler.
- Allocate resources provided by Transamerica Capital, Inc.
- Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required.
- Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures.
- Stay current on Transamerica products.
Qualifications
- Bachelor’s degree in a business field or equivalent experience
- Five years of sales experience in the financial services industry
- FINRA Series 7
- FINRA Series 63
- Outstanding communication and presentation skills
- Excellent time management and organizational skills
- Ability to work as part of a team
- Proficient using technology
Preferred Qualifications
- Master’s degree
- External wholesaling of financial services products
Working Conditions
- Remote (Field/Travel) Environment
- Extensive Travel >50%
- Travel within defined territory to visit clients and prospects
Compensation
The salary for this position is generally $ 50,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Bonus Eligibility
This position is also typically eligible for Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
Commissions
This position may be eligible for sales incentive plan(s). All details pertaining to the calculation and payment of those are available in the individual provisions of the sales incentive plan that applies.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.