Director Advisor Engagement

September 15

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Transamerica

WebsiteLinkedInAll Job Openings

Insurance • Investments • Retirement

5001 - 10000 employees

Founded 1904

💸 Finance

Description

• The Director of Sales Support - TFA is responsible for identifying and acting on approved opportunities to grow the securities business and assets under management for Transamerica Financial Advisors (TFA). • Works closely with the President of TFA and the World Financial Group (WFG) leadership team to ensure prioritization of sales support initiatives and alignment with WFG strategy. • Increase firm revenue by providing sales support services for our brokerage, advisory and insurance product platforms. • Drive sales of securities and advisory products through execution of events, training programs, and sales desk phone support. • Create and lead a sales support function that proactively helps advisors navigate TFA and its available capabilities. • Support field leadership with identifying securities licensed reps that have capacity for increased productivity and develop a plan for implementation. • Serve as chief relationship officer for TFA – wholesaling the TFA platform, developing meaningful relationships, and collecting feedback for improvement. • Operate as a business leader for TFA conferences and strategic sponsor resource utilization, and oversee training, calendar content and scheduling. • Collaborate with product and platform providers (insurance carriers, Fidelity, asset managers, etc.) to leverage thought leadership and sales support content. • Collaborate with Marketing on digital marketing, websites, social media, and other channel marketing initiatives to increase TFA’s awareness of products and platforms. • Develop and maintain relationships with field managers and agents; act as a change agent and sounding board to develop solutions and resolve issues. • Analyze current and past financial data, such as sales reports, and provide strategies to cut costs and increase revenue.

Requirements

• Extensive financial services experience, including managing sales professionals (typically 10 or more years) • In-depth knowledge of security and advisory products • Experience providing sales support services, preferably for brokerage and advisory professionals • FINRA Series 6, 63, and 65 • Excellent communication, presentation, and relationship-building/relationship-management skills • Analytical and problem-solving skills to interpret data and make business decisions • Preferred Qualifications • Bachelor’s degree in a business field • Sales background/experience • Management experience on a sales support desk

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 • 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 • Peer Recognition Program (BRAVO)