Job Description

Job Description

TRANSFORMING FINANCIAL SERVICES DISTRIBUTION FOR 200K+ AGENTS

WFG is the premier middle-market financial services distribution company, undergoing a digitaltransformation to support 200k+ agents (from 86,100 today) and achieve $2B+ in Life sales and $5B+ in Annuity sales. We're building a unified, agent-centric platform to replace fragmented systems with seamless SaaS integrations and modern cloud-native solutions.

WHAT MAKES THIS ROLE UNIQUE:

  • Direct impact on transforming how 200k+ financial services agents work and grow their businesses 

  • Lead architectural decisions for enterprise-wide digital transformation initiative 

  • Work with cutting-edge SaaS integrations and cloud-native technologies in a growth-focused environment 

  • Collaborate with diverse agent personas from new recruits to executive leaders, understanding their unique workflow needs 

  • Drive innovation in financial services distribution through modern technology and user-centric design 

    • Responsibilities:

  • Design and implement SaaS-first integration strategies, prioritizing platform evaluation and integration over custom development 

  • Architect API-first solutions that enable seamless connectivity between agent tools, carrier systems, and business platforms 

  • Lead technical evaluation and integration of enterprise SaaS platforms (Salesforce, ServiceNow, Fidelity, Rightbridge, Equisoft, Broadridge) to support agent workflows 

  • Collaborate with and lead third-party vendors to build joint integrations that enhance agent productivity and reduce manual processes 

  • Recommend solutions which take into consideration costs, business needs, and system impacts. 

  • Serve as a subject matter expert for a wide range of areas, applications, and technologies; 

  • Develop scalable cloud-native applications on AWS that support 200k+ concurrent users and business growth targets 

  • Translate agent workflow requirements into technical solutions that improve first-call resolution rates and reduce support complexity 

  • Learn and keep pace with the latest advances in the field and rapidly grasp new technologies to support the environment and contribute to project deliverables. 

  • Implement event-driven architectures and microservices that support real-time agent performance insights and business analytics 

  • Mentor development teams on modern .NET 8+ practices, minimal APIs, and cloud-native design patterns 

  • Drive DevOps practices and CI/CD automation to accelerate delivery of agent-facing capabilities 

    • Qualifications:

  • Bachelor’s degree in Computer Science, Engineering, or equivalent experience 

  • 6+ years of .NET development experience with expertise in .NET 8+ and C# 12+, including minimal APIs and modern framework features 

  • Proven experience evaluating, integrating, and optimizing enterprise SaaS platforms (Salesforce, ServiceNow, Fidelity, Rightbridge, Equisoft, Broadridge) 

  • 5+ years of experience and expertise in database design techniques and philosophies (e.g. RDBMS, Document, Star Schema, Kimball Model) 

  • Strong background in API-first design and development, including RESTful APIs, OpenAPI specifications, and API gateway patterns 

  • 3+ years of AWS cloud-native development experience using services like Lambda, ECS, API Gateway, EventBridge, and DynamoDB 

  • 5+ years of experience with microservices architecture, event-driven design, and distributed systems at enterprise scale 

  • Understanding of agent workflows, business process automation, and user experience optimization for field productivity 

  • Knowledge of financial services industry regulations, compliance requirements, and data security standards 

  • Experience with database design and optimization for both relational (PostgreSQL) and NoSQL (DynamoDB) systems 

  • Proficiency with modern DevOps practices including CI/CD pipelines, containerization (Docker/Kubernetes), and infrastructure as code 

  • Strong analytical and problem-solving skills with a focus on scalable, maintainable solutions 

  • Advanced understanding of software development and research tools 

  • Excellent communication skills for collaborating with business stakeholders, vendors, and distributed development teams 

    • Preferred Qualifications:

  • Python experience for data analytics, machine learning, and business intelligence applications 

  • Experience with MuleSoft or similar enterprise integration platforms 

  • AWS cloud certifications 

  • Experience designing systems for 100k+ concurrent users with high availability requirements (99.9999% uptime) 

  • Knowledge of agent persona design and user journey mapping 

  • Knowledge change management for technology adoption 

  • Experience with performance optimization, caching strategies, and system monitoring at enterprise scale 

  • Understanding of data warehousing, ETL processes, and business intelligence platforms 

    • Working Conditions:

  • Hybrid in Denver, Cedar Rapids, Philadelphia

  • Work outside of normal business hours may be required.

  • Moderate travel

    • *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.*

    #LI-BD1

    Compensation:

    The Salary for this position generally ranges between $140,000 - $160,000 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.

    Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

    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 in order 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

  • 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 throughthe Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including theInclusion 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.Theyprovide 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 

    Aegonacquired 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

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