Job Description
Responsibilities
Leads a team of External Business Development Consultants responsible to generate WFG life and annuity/seg fund sales growth and achieve business targets set for WFG and Transamerica.The Director in alignment with the WFG Business Development team achieves results and executes on objectives that increase licensed agents counts, first time producer sales, business retention and increased agent selling - multi-ticket and multi-product sales.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 as needed. Conduct analysis of field performance to identify emerging trends and make recommendations to drive sales, grow and retain licensed agents, 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 with Regional External Business Development Consultants providing coaching to better implement sales strategies that maximize regional sales. Coach on performance effectiveness to maximize resource efficiency. Ensure productivity and sales goals are met and exceeded consistently. Ensure effective use of territory travel/entertainment budgets ensuring total expenditures are within budget and providing best return on investment.Provide leadership and clear direction to staff. Recruit, 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
Ten years of financial services industry experience, including distribution/sales management and leadership roles.Life license or Life & Health licenseMutual Fund licenseIn-depth understanding of the life insurance industry, securities business, agency operations, products, and US or Canadian regulations.Outstanding communication 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.Analytical and problem-solving skills to interpret and communicate complex concepts.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 to deliver in-person and web-based trainings/meetings.Preferred Qualifications
Bachelor’s degree in business fieldBilingual: English/French/Spanish/Punjabi (oral and written) as required in some territoriesProficiency using WFG/TFA platformsWorking Conditions
Remote or hybrid-remote office environmentExtensive travel (50-75%) to field offices, business meetings, conferences/eventsNon-standard work schedule to include evenings and weekends.Valid driver’s license and vehicle requiredCompensation
The Salary for this position generally ranges between $100,000 - $130,000 CAD annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.Disclaimer:
Beware of fake job offers!
We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
We will never request personal information such as ID or payment for equipment upfront.Official offers are sent via DocuSign following a verbal offer—not through text or email.This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
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
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