Manager Internal Business Development Consultant - WFG

Transamerica Sales Support / Operations Job

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

Job Description

As part of the World Financial Group (WFG) distribution team, lead Internal Business Development Consultants within an assigned group of WFG. Ensure WFG Internal Business Development Consultants are effectively partnering with field agents and field leadership to drive increased agent recruiting, licensing, and product sales; enhance the agent experience. Ensure production standards are met and work with leadership to improve the efficiency and effectiveness of the team.

Responsibilities

• Manage a team of Internal Business Development Consultants within an assigned group of WFG.
• Ensure annual growth and business targets are set and met for WFG and Transamerica.
• Empower the field force with information, tools, and resources to achieve business goals.
• Conduct in-person training and promotions at field events and facilitate virtual webinars with field attendees to drive agent production and engagement with an aim towards increasing product sales to deliver on company goals.
• Provide guidance and training to team members on products, services, and procedures.
• Serve as a point of contact for agents with complex or escalated requests.
• Track and measure the quality and quantity of work performed by the team.
• Work with management to analyze data trends and quality reports; provide recommendations for improvements.
• Drive increased recruit-to-licensing and license-to-sales growth for new recruits and agents through on-going technical support, training, issue resolution, and recognition of field accomplishments.
• Set clear performance expectations, conduct performance reviews and as needed, implement improvement measures for individual and team success.

Qualifications

Bachelor's degree in a business field or equivalent education / experience. Five years of relevant sales experience or financial services industry experience, including distribution / sales management. Life license, or ability to obtain within 6 months. Solid understanding of the life insurance industry, securities business, agency operations, products, and regulations. Understanding of employment regulations to manage employees. Outstanding relationship building skills to motivate and encourage recruits and agents. Analytical and problem-solving skills to interpret and connect practical solutions to business problems. Proficiency using MS Office products, and technologies used to deliver web-based training / meetings.

Preferred Qualifications : Supervisory / team lead / people management experience. Life & Health license. Proficiency using WFG / TFA platforms. FINRA Series 6 & 63 Licenses

Working Conditions

Office Environment. Non-standard work schedule to include evenings and weekends. Valid driver's license and vehicle required. Moderate Travel 10 to 25%. Travel to field offices, business meetings, conferences / events.

Working Environment : Employees will be assigned to one of the following work location designations :

What You Receive

A Comprehensive Wealth + Health package. It's our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you'll come to discover, Wealth + Health is a central part of everything we do!

Wealth Benefits

Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship

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.

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose : Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.