About the role

Managing regional teams of Retirement Planning Consultants to provide education and planning services at Transamerica. Guiding compliance and performance through policy development and employee training.

Responsibilities

Oversee staff recruitment, performance management, product/systems training and sales coaching.
Manage multiple managers.
Develop policies, procedures, and best practices for the division while ensuring compliance with regulations, company policies, and client expectations.
Provide on-going evaluation and critique of managers and subordinates.
Review evaluations conducted by managers to achieve consistency within the organization.
Establish and drive individual and team goals; assess training and coaching needs.
Ensure high client service and satisfaction scores via touchpoint surveys and Net Promoter Scores.
Refine the education delivery mechanisms and operational processes to provide a consistent and scalable business model.
Develop training programs, communication tools, and reporting processes to support team growth and sales results.
Display commitment to employee growth and development by conducting fair and constructive performance appraisals; actively engage in employee training, and maintain and monitor quality indicators and compliance policies.
Identify opportunities for efficiency improvements and implement quality solutions.
Develop and manage team budget and develop plans to achieve revenue and expense targets.
Partner with other areas of the Advice Center and TA Retirement Solutions as an integrated extension of the participant education and Advice program.
Provide support to the Sales team in sales finals or sale finals presentations.

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)
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)

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