Regional Director

September 30

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000

Description

• Oversees the management and development of one or more regional teams of Retirement Planning Consultants. • Works closely with Client Executives and other leaders within the Advice Center. • Responsible for profit/loss of region. • Oversee staff recruitment, performance management, product/systems training and sales coaching. • Manage multiple managers or regional managers. • Develop policies, procedures, and best practices for the division. • Provide on-going evaluation and critique of managers and subordinates. • Establish and drive individual and team goals. • Ensure high client service and satisfaction scores via touch point surveys. • Refine the education delivery mechanisms and operational processes. • Develop training programs, communication tools, and reporting processes. • Identify opportunities for efficiency improvements and implement quality solutions. • Develop and manage team budget and achieve revenue and expense targets. • Provide support to the Sales team in sales finals or sale finals presentations.

Requirements

• Bachelor’s degree in business or finance, or equivalent industry experience. • Seven years of sales/marketing/education experience in the financial services/insurance industry. • Five years of supervisory experience. • In-depth investment knowledge. • FINRA Series 6 or 7. • FINRA Series 63 or obtain within six months. • Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC) or obtain within 12 months. • Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC. • Management skills to lead, coach, develop and motivate staff. • Advanced 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/manage budgets 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)