Distribution External Regional Consultant - WFG (Northwest Territory)
Job Family
Account / Relationship ManagementAbout Us
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.
Who We Are
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.
What We Do
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.* For more information, visit transamerica.com.
Job Description Summary
As part of World Financial Group (WFG) distribution team, the Regional Consultant is responsible for partnering with field agents and field leadership to drive increased agent recruiting, licensing, and product sales; enhance the agent experience; increase field performance through issue/opportunity identification and resolution, training, and communication; and to execute on WFG growth strategies. Lead and develop teams of senior FAST and FAST consultants whose focus is on connecting opportunity/issue with effective solutions and resources, increasing the number of newly licensed agents, and growing agent sales. Promote WFG opportunities to increase sales through a scalable and compliant business model aligned with the company’s strategic vision.Job Description
Responsibilities
- Meet annual growth and business targets set for WFG and Transamerica.
- Empower the field force with information, tools, and resources to achieve business goals. Share knowledge of industry best practices, home office resources, marketing platforms, and other programs/processes available for success. Innovate and connect solutions to business needs.
- Provide guidance to field leaders on strategic planning and issue resolution.
- Conduct analysis of field performance to identify emerging trends and make recommendations to drive growth, engagement, and practical risk management.
- Engage and empower field leadership to implement WFG initiatives that improve business effectiveness.
- Monitor agent recruiting and licensing within territories. Implement/deliver messaging, training, incentives, etc. to drive growth and meet retention objectives.
- Consult with field leadership to ensure systems, procedures, and programs adhere to WFG/Transamerica guidelines and quality control measures. Resolve identified issues.
- Travel regularly to manage territory rotation providing issue/opportunity identification and solutions/resources, training, and coaching on performance effectiveness and to maximize resource efficiency.
- Monitor FAST consultant activity reporting and use of regional budgets to ensure total expenditures are within budget and providing the best return on investment.
- Provide leadership and clear direction to senior FAST and FAST consultants. Hire, lead, coach, reward, and direct day-to-day activities of employees with a focus on professional development and achieving targeted business outcomes. Set clear performance expectations, conduct performance reviews and as needed, implement improvement measures for individual and team success.
Qualifications
- Five years of financial services industry experience, including distribution/sales management.
- Life license
- FINRA Series 6 license
- Solid understanding of the life insurance industry, securities business, agency operations, products, and regulations.
- Understanding of employment regulations to manage employees.
- Outstanding communications and relationship-building skills with the field force, home office areas, strategic partners, and key stakeholders.
- Solid business acumen and sound judgement to identify issues/gaps, make strategic decisions, and influence outcomes aligned to objectives.
- Technical aptitude to learn and train others. Analytical and problem-solving skills to interpret and connect practical solutions to business problems.
- Strong written and oral communication skills, presentation, and public-speaking skills for extensive contact with internal and external stakeholders at all levels
- Creative self-starter with the ability to engage and motivate others.
- Attention to detail and the ability to manage multiple priorities simultaneously in a fast-paced environment.
- Effective application of project management methodologies
- Proficiency using MS Office products, and technologies used to deliver in-person and web-based training/meetings.
Preferred Qualifications
- Bachelor’s degree in a business field
- Proficiency using WFG/TFA platforms
- People management experience
Working Conditions
- Remote or hybrid-remote office environment (Territory requirement: must reside in Northern California, Oregon, or Washington.)
- Extensive travel (50-75%) to field offices, business meetings, conferences/events
- Non-standard work schedule to include evenings and weekends
- Valid driver’s license and vehicle required
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
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
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.
* As of December 31, 2023
Average salary estimate
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