Business Development Specialist - National Accounts
Transamerica, Denver, CO, United States
Job Family
Business Development / Direct Sales
Job Description Summary This role is responsible for supporting and developing business plans and initiatives, assessing new markets, and analyzing new business opportunities to support the sale of Transamerica products. Manages relationships with broker-dealer through proactive and thoughtful sales planning.
Responsibilities
Understand the products, services and positioning messages of Transamerica and convey to broker-dealer firms.
Foster relationships with key account relationship managers to determine strategic distribution opportunities for various initiatives.
Facilitate Request for Proposals.
Measure, evaluate and propose ideas to increase sales for assigned accounts.
Lead Teams presentations and present at broker-dealer meetings as needed.
Consult with distribution firms to set up and deliver ongoing reports.
Provide sales management and senior management teams with timely communications on the status of programs and strategies for each firm.
Identify and use available resources to resolve client issues and concerns.
Communicate changes and updates regarding services and product materials to firm contacts.
Keep abreast of competitors to leverage future sales and objectives.
Build relationships with firm back offices to better assist with operational issues.
Qualifications
Bachelor’s degree in a business-related field or equivalent experience.
Three years of sales experience in the financial services industry.
Series 7 or obtain within 6 months.
Communication and presentation skills.
Sales and relationship‑building skills.
Proficiency using MS Office.
Working Conditions
Hybrid Office Environment
Moderate Travel 10 to 25%
The salary for this position generally ranges between $71,000-$75,000 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 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. The commission variable target is $47,500, paid monthly based on applicable sales incentive plan(s).
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 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 inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company‑sponsored, employee‑driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, 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 has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
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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Job Description Summary This role is responsible for supporting and developing business plans and initiatives, assessing new markets, and analyzing new business opportunities to support the sale of Transamerica products. Manages relationships with broker-dealer through proactive and thoughtful sales planning.
Responsibilities
Understand the products, services and positioning messages of Transamerica and convey to broker-dealer firms.
Foster relationships with key account relationship managers to determine strategic distribution opportunities for various initiatives.
Facilitate Request for Proposals.
Measure, evaluate and propose ideas to increase sales for assigned accounts.
Lead Teams presentations and present at broker-dealer meetings as needed.
Consult with distribution firms to set up and deliver ongoing reports.
Provide sales management and senior management teams with timely communications on the status of programs and strategies for each firm.
Identify and use available resources to resolve client issues and concerns.
Communicate changes and updates regarding services and product materials to firm contacts.
Keep abreast of competitors to leverage future sales and objectives.
Build relationships with firm back offices to better assist with operational issues.
Qualifications
Bachelor’s degree in a business-related field or equivalent experience.
Three years of sales experience in the financial services industry.
Series 7 or obtain within 6 months.
Communication and presentation skills.
Sales and relationship‑building skills.
Proficiency using MS Office.
Working Conditions
Hybrid Office Environment
Moderate Travel 10 to 25%
The salary for this position generally ranges between $71,000-$75,000 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 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. The commission variable target is $47,500, paid monthly based on applicable sales incentive plan(s).
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 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 inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company‑sponsored, employee‑driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, 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 has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
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.
#J-18808-Ljbffr