Sr Regional Sales Specialist - Employee Benefits
Transamerica, Baltimore, Maryland, United States, 21276
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.
Job Family
Sales Support / Operations
Overview
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. 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, and 3) Financial Assets. 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. Job Description Summary
Achieve Mid-Term Plan sales growth objectives by collaborating with Regional Vice Presidents, District Sales Managers, key broker relationships identified by Employee Benefits distribution leaders, and team members. Use understanding of supplemental life/health products to build and execute competitive sales proposals. Collaborate with cross functional stakeholders to optimize processes and manage support model for key broker relationships. Responsibilities
Collaborate with assigned Regional Vice President (RVP) to evaluate sales opportunities, prioritize proposal volumes, develop strong broker relationships, and determine territory strategy to support broker development and sales results. Manage sales opportunity pipeline and analyze data to understand case complexity and requirements, determine product offerings and plan designs that best meet client needs, and prioritize workload to meet client deadlines. Build competitive plan designs and determine product offerings that deliver the best value to clients using Employee Benefits product expertise and industry experience. Use digital platforms (proposal system, CRM) and related workflows to manage sales opportunities from intake through implementation and ensure a smooth customer experience. Adhere to prescribed RFP and underwriting submission processes and ensure timely input and accuracy of recordkeeping. Manage request for proposal and quoting process including underwriting feasibility, experience evaluation and proposal accuracy. Adhere to compliance controls and evaluate risk factors to determine if the sales opportunity is appropriate to pursue. Partner with RVP and account management teams to identify cross selling opportunities. Support RVP in finalist presentations to align content with territory strategy and clearly communicate the value proposition of the product offering. Collaborate with the new business implementation team to support onboarding of new cases. Participate in internal and external implementation calls as needed. Develop framework and processes for the sales enablement organization leveraging expertise of process development, digital sales enablement tools (proposal system, CRM) and group and voluntary benefits products. Provide guidance to regional sales support team members by supporting training, complex problem resolutions, and roll out of new capabilities. Lead key broker relationships as assigned and maintain the support model applied by the team. Structure format and cadence for monthly reporting, communication guidelines, and direction on support needs identified by the Employee Benefits distribution channel leaders. Liaise with cross functional stakeholders to understand and support resolution of process gaps to optimize workflow and quality of team output. Undertake special projects as assigned to advance the employee benefits strategy and distribution model across sales channels. Qualifications
Bachelor’s degree in a business field or equivalent experience Five years of employee benefits experience Three years of sales support or sales enablement experience In-depth knowledge of sales enablement best practices and digital platforms to make recommendations on workflow and development needs Understanding of supplemental life/health and/or group life and disability products Experience using Salesforce or other customer relationship management (CRM) tools Outstanding relationship management and customer service skills Excellent written and verbal communication skills Problem solving, decision making, and analytical skills Self-motivated with the ability to manage multiple tasks and deadlines Preferred Qualifications
Knowledge of Transamerica distribution Life & Health insurance license Working Conditions
Office Environment Occasional Travel — Travel for broker meetings with RVPs and team meetings Compensation
The salary for this position generally ranges between $70,000-$90,000. This range is an estimate based on potential employee qualifications, operational needs and other considerations permitted by law. It may vary above or below the stated amounts as allowed by law. This description includes Colorado Equal Pay Transparency Rule 4.1.2. Bonus Eligibility
This position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion. Eligibility
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Disclaimer
Beware of fake job offers! We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. 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 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 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 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 and other programs. Transamerica offers a wide range of diversity and inclusion programs, including Employee Resource Groups (ERGs) open to all employees. Giving Back
We created the Aegon Transamerica Foundation in 1994. The foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica’s Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon serves more than 23.9 million people globally. It offers investment, protection, and retirement solutions with a focus on climate change and inclusion and diversity.
#J-18808-Ljbffr
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. 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, and 3) Financial Assets. 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. Job Description Summary
Achieve Mid-Term Plan sales growth objectives by collaborating with Regional Vice Presidents, District Sales Managers, key broker relationships identified by Employee Benefits distribution leaders, and team members. Use understanding of supplemental life/health products to build and execute competitive sales proposals. Collaborate with cross functional stakeholders to optimize processes and manage support model for key broker relationships. Responsibilities
Collaborate with assigned Regional Vice President (RVP) to evaluate sales opportunities, prioritize proposal volumes, develop strong broker relationships, and determine territory strategy to support broker development and sales results. Manage sales opportunity pipeline and analyze data to understand case complexity and requirements, determine product offerings and plan designs that best meet client needs, and prioritize workload to meet client deadlines. Build competitive plan designs and determine product offerings that deliver the best value to clients using Employee Benefits product expertise and industry experience. Use digital platforms (proposal system, CRM) and related workflows to manage sales opportunities from intake through implementation and ensure a smooth customer experience. Adhere to prescribed RFP and underwriting submission processes and ensure timely input and accuracy of recordkeeping. Manage request for proposal and quoting process including underwriting feasibility, experience evaluation and proposal accuracy. Adhere to compliance controls and evaluate risk factors to determine if the sales opportunity is appropriate to pursue. Partner with RVP and account management teams to identify cross selling opportunities. Support RVP in finalist presentations to align content with territory strategy and clearly communicate the value proposition of the product offering. Collaborate with the new business implementation team to support onboarding of new cases. Participate in internal and external implementation calls as needed. Develop framework and processes for the sales enablement organization leveraging expertise of process development, digital sales enablement tools (proposal system, CRM) and group and voluntary benefits products. Provide guidance to regional sales support team members by supporting training, complex problem resolutions, and roll out of new capabilities. Lead key broker relationships as assigned and maintain the support model applied by the team. Structure format and cadence for monthly reporting, communication guidelines, and direction on support needs identified by the Employee Benefits distribution channel leaders. Liaise with cross functional stakeholders to understand and support resolution of process gaps to optimize workflow and quality of team output. Undertake special projects as assigned to advance the employee benefits strategy and distribution model across sales channels. Qualifications
Bachelor’s degree in a business field or equivalent experience Five years of employee benefits experience Three years of sales support or sales enablement experience In-depth knowledge of sales enablement best practices and digital platforms to make recommendations on workflow and development needs Understanding of supplemental life/health and/or group life and disability products Experience using Salesforce or other customer relationship management (CRM) tools Outstanding relationship management and customer service skills Excellent written and verbal communication skills Problem solving, decision making, and analytical skills Self-motivated with the ability to manage multiple tasks and deadlines Preferred Qualifications
Knowledge of Transamerica distribution Life & Health insurance license Working Conditions
Office Environment Occasional Travel — Travel for broker meetings with RVPs and team meetings Compensation
The salary for this position generally ranges between $70,000-$90,000. This range is an estimate based on potential employee qualifications, operational needs and other considerations permitted by law. It may vary above or below the stated amounts as allowed by law. This description includes Colorado Equal Pay Transparency Rule 4.1.2. Bonus Eligibility
This position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion. Eligibility
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Disclaimer
Beware of fake job offers! We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. 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 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 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 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 and other programs. Transamerica offers a wide range of diversity and inclusion programs, including Employee Resource Groups (ERGs) open to all employees. Giving Back
We created the Aegon Transamerica Foundation in 1994. The foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica’s Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon serves more than 23.9 million people globally. It offers investment, protection, and retirement solutions with a focus on climate change and inclusion and diversity.
#J-18808-Ljbffr