Job Description
Regional Director Business Development Canada - WFG
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Regional Director Business Development Canada - WFG
role at
Transamerica
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.
Job Family
Account / Relationship Management
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.
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.
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.
Job Description Summary
As part of World Financial Group (WFG) the Regional Director Business Development is responsible for coaching, leading, and developing a team of Regional External Business Development Consultants who interface with field agents and field leadership to generate life and annuity/seg fund sales, drive increased agent recruiting, licensing, and sales production; enhance the agent experience; increase field performance through issue/opportunity identification and resolution, training, and events and program promotions.
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.
Provide guidance to field leaders on strategic planning and issue resolution as needed.
Engage and empower field leadership to implement WFG initiatives that improve business effectiveness.
Monitor agent recruiting and licensing within territories.
Consult with field leadership to ensure systems, procedures, and programs adhere to WFG/Transamerica guidelines and quality control measures.
Travel regularly with Regional External Business Development Consultants providing coaching to better implement sales strategies that maximize regional sales.
Provide leadership and clear direction to staff.
Qualifications
Ten years of financial services industry experience, including distribution/sales management and leadership roles.
Life license or Life & Health license
Mutual Fund license
In-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 field
Bilingual: English/French/Spanish/Punjabi (oral and written) as required in some territories
Proficiency using WFG/TFA platforms
Working Conditions
Remote or hybrid-remote office environment
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
Be Well Company holistic wellness program
Parental Leave – fifteen (15) days of paid parental leave per calendar year
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. That's why we created the Aegon Transamerica Foundation in 1994.
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.
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