Manager - Advice Center Sales

October 3

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000

Description

• Responsible for managing a team who sell financial products and services to achieve individual and team objectives. • Work with team to increase percent of client assets held, and increase client satisfaction and retention. • Manage a team of Retirement Plan Specialists and Financial Advisors. • Exhibit a high degree of energy and influence to ensure goal achievement. • Provide professional, comprehensive financial and retirement planning advice and guidance to clients. • Recommend and sell distributed products and services to clients. • Use consultative and persuasive sales skills to uncover client needs & increase number of accounts and assets under management. • Engage clients through inbound calls and follow-up outbound calls, e-mail and other approved media. • Meet all documentation, disclosure and regulatory requirements. • Participate and support development of training and professional development workshops to increase product and industry expertise. • Ensure high client service and satisfaction standards are met. • Maintain required licenses and securities registrations via timely renewals and completion of required Continuing Education credits. • Effectively handle multiple projects while meeting related deadlines. • P & L responsibility for team. Setting sales goals, capacity planning and achieving budget.

Requirements

• Bachelor’s degree in finance or business, or equivalent industry experience • Two years of sales/marketing experience in the financial services/insurance industry • Five years of comprehensive experience as a financial planner or advisor • FINRA Series 6 and 63 or higher (required to be approved to conduct business in all states) • FINRA Series 26 and 65/66, or obtain within six months (required to be approved to conduct business in all states) • Resident state Life, Accident and Health license, or obtain within 90 days • Outstanding communication skills to present information to a wide variety of audiences • Interpersonal and relationship building skills to promote services and motivate staff • Analytical and problem-solving skills to analyze trends and resolve customer issues • Proficiency using MS Office (Word, PowerPoint, Excel)

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)