About the role
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 the implementation of the strategic team selling program. Work with Sales Regional Vice Presidents (RVPs), primarily in the mid-market space, on the delivery of individualized sales finals across multiple product lines, utilizing the expertise of presentation teams, product managers, and internal support groups.
Job Description
Responsibilities
Collaborate with the Sales RVPs on each opportunity and partner together in the preparation for sales finals and technology demonstrations, focused primarily on the mid-market space.
Identify and secure the designated presentation team based on the needs assessment of the prospect, with specific emphasis on key issues, special needs and customized delivery of materials and services.
Conduct internal meetings with the presentation team, product managers, and internal support groups (Pricing, RFP, system analysts, etc.) to focus necessary resources on the opportunity, including engagement of client management and new business services.
Participate in due diligence site visit meetings to introduce digital participant and plan sponsor tools.
Participate in sales final presentations with prospective prospects or advisors to present digital participant and plan sponsor tools.
Conduct post finals follow-up with Sales RVPs and the presenters to identify current and future team selling needs.
Collaborate with the Director to understand competitive data to learn product set, available services, and uniqueness based on the market size.
Manage related sales projects.
Create comprehensive sales finals presentations and material customized for each client.
Qualifications
Bachelor’s degree in a business field or equivalent experience
Five years of experience in the retirement services industry
FINRA Series 6 or 7, and Series 63 or 66 (or obtain within nine months, including SIE if applicable)
Experience creating presentations and marketing materials
Knowledge of 401(k), 401(b), pooled plans, nonqualified, and defined benefit plans
Knowledge of competitor products and services
Excellent presentation, communication, and interpersonal skills to work effectively with a variety of people at all levels within and outside the company
Proficient using MS Office (Word, Excel, PowerPoint, Outlook) and CRM software
Preferred Qualifications
Experience with Salesforce.com
Working Conditions
Remote (Field/Travel) Environment
Moderate Travel 50%
The Salary for this position generally ranges between $85,000-120,000 annually.
Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including
qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus of 12.5% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
Bonus Eligibility
This position is also typically eligible for Quarterly Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
Disclaimer:
We will
never
request personal information such as ID or payment for equipment upfront.
Official offers are sent via
DocuSign
following a verbal offer—not through text or email
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.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits Competitive Pay Bonus for Eligible Employees
Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities
Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of