Regional Vice President, Mutual Funds (San Diego/Hawaii)

Job Family

Job Description Summary

Job Description

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

• 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 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.

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 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