Regional Manager - Retirement Education and Planning Services

Regional Manager, Retirement Planning

Oversees the management and development of one or more regional teams of Retirement Planning Consultants that provide education, planning services and advice to plan participants of major retirement plan clients for Transamerica. Works closely with Client Executives and other leaders within the Advice Center to ensure overall communications program, education and Advice Center objectives are met.

Responsibilities

• Oversee staff recruitment, performance management, product / systems training and sales coaching.
• Manager 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 touch point 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.

Qualifications

Preferred Qualifications

Working Conditions

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

Benefits Package

Health and Work / Life Balance Benefits

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.

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.