Manager Internal Business Development Consultant - WFG

Internal Business Development Consultant

As part of the World Financial Group (WFG) distribution team, the Internal Business Development Consultant will lead Internal Business Development Consultants within an assigned group of WFG. The role ensures 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. The role ensures production standards are met and works with leadership to improve the efficiency and effectiveness of the team.

Responsibilities include managing a team of Internal Business Development Consultants, ensuring annual growth and business targets are set and met for WFG and Transamerica, empowering the field force with information, tools, and resources to achieve business goals, conducting in-person training and promotions at field events and facilitating virtual webinars with field attendees to drive agent production and engagement with an aim towards increasing product sales to deliver on company goals, providing guidance and training to team members on products, services, and procedures, serving as a point of contact for agents with complex or escalated requests, tracking and measuring the quality and quantity of work performed by the team, working with management to analyze data trends and quality reports; providing recommendations for improvements, driving 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, setting clear performance expectations, conducting performance reviews and as needed, implementing improvement measures for individual and team success.

Qualifications include a 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 include supervisory / team lead / people management experience, life & health license, proficiency using WFG / TFA platforms, FINRA Series 6 & 63 Licenses, and moderate travel 10 to 25%.

Working conditions include an office environment, non-standard work schedule to include evenings and weekends, valid driver's license and vehicle required, and moderate travel 10 to 25%.

Employees will be assigned to one of the following work location designations : in office employees will perform all of their work at a Company office location, hybrid employees will need to work at a Company office location at times and a remote work location (typically their home) at times, commuting remote employees will need to report to a Company office location at times, but will perform their work primarily remotely, and non-commuting remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.

What You Receive includes a comprehensive Wealth + Health package, 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; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, parental leave, adoption assistance, employee assistance program, college coach program, back-up care program, paid time off to volunteer, 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. 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.

Giving Back : 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.