Regional Vice President, Mutual Funds (Raleigh, NC/Richmond)
Aegon, Raleigh, North Carolina, United States, 27601
Overview
Full Time
Sales and Marketing
United States
Responsible for the distribution of Transamerica products for a defined territory.
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 6 or 7, and 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
External wholesaling of financial services products
Working Conditions
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 to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.
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.
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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 6 or 7, and 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
External wholesaling of financial services products
Working Conditions
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 to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.
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.
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