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Vice President

Transamerica Corporation
Portland, OR Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/14/2025

Regional Vice President, Mutual Funds (Portland, OR)

Job Family : Regional / Field Sales

About 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.

Job Description Summary

Responsible for the distribution of Transamerica products for a defined territory.

Job Description

Responsibilities

  • Develop new business and maintain existing business relationships by conducting in-person sales meetings.
  • Provide advisers with up-to-date information on Transamerica products and business building ideas.
  • Reach out to prospective advisers within market to grow Transamerica’s sales and market share.
  • Manage business in partnership with Internal Wholesaler.
  • Allocate resources provided by Transamerica Capital, Inc.
  • Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required.
  • Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures.
  • Stay current on Transamerica products.

Qualifications

  • Bachelor’s degree in a business field or equivalent experience
  • Five years of sales experience in the financial services industry
  • FINRA Series 6 or 7, and 63
  • Outstanding communication and presentation skills
  • Excellent time management and organizational skills
  • Ability to work as part of a team
  • Proficient using technology
  • Preferred Qualifications

  • Master’s degree
  • External wholesaling of financial services products
  • Working Conditions

  • Work remote from home
  • Extensive travel within defined territory to visit clients and prospects
  • Compensation

    The salary for this position is generally $40,000-60,000K. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

    Bonus Eligibility

    This position is also typically eligible for Annual Bonus based on the Company Bonus Plan / Individual Performance and is at Company Discretion.

    Commissions

    This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.

    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.

    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.

    Giving Back

    We believe our responsibilities extend beyond our corporate walls.

    Transamerica’s Parent Company

    Aegon acquired the Transamerica business in 1999.

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    Salary : $40,000 - $60,000

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