Transamerica
Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.
Insurance • Investments • Retirement
Business Development Director - Retirement Mid Markets
February 26
🤠 Texas – Remote
💵 $75k - $150k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💰 Business Development (BDR)
🚫👨🎓 No degree required
🦅 H1B Visa Sponsor
Transamerica
Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.
Insurance • Investments • Retirement
📋 Description
• Responsible for wholesaling qualified retirement plans to small and mid-sized markets • Prospect for new clients within an assigned territory • Execute on advisor training sessions • Develop a network of new relationships with advisors and intermediaries • Participate in proactive marketing campaigns • Execute finalist meetings and/or webcast demonstrations as requested
🎯 Requirements
• FINRA Series 6 & 63 • Life & Health License • In-depth understanding of the retirement market and ERISA • Self-motivated with an instinctive sales acumen • Outstanding interpersonal, public speaking and presentation skills • Ability to manage resources and thrive in a fast-paced, high-volume environment • Technical skills to use state-of-the-art tools • Two years of experience in the retirement plan industry
🏖️ 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 • Adoption Assistance • Employee Assistance Program • College Coach 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
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