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Regional Manager - Internal Retirement Planning Consultants

Company: Transamerica
Location: Denver
Posted on: July 13, 2018

Job Description:

Job Description Summary

Oversees the management and development of one or more regional teams of Retirement Planning Consultants that provide education, planning services and advice to plan participants of major retirement plan clients for Transamerica. Works closely with Client Executives and other leaders within the Advice Center to ensure overall communications program, education and Advice Center objectives are met.

Job DescriptionResponsibilities

  • Oversee staff recruitment, performance management, product/systems training and sales coaching.
  • Manager multiple managers.
  • Develop policies, procedures, and best practices for the division while ensuring compliance with regulations, company policies, and client expectations.
  • Provide on-going evaluation and critique of managers and subordinates. Review evaluations conducted by managers to achieve consistency within the organization.
  • Establish and drive individual and team goals; assess training and coaching needs.
  • Ensure high client service and satisfaction scores via touch point surveys and Net Promoter Scores.
  • Refine the education delivery mechanisms and operational processes to provide a consistent and scalable business model.
  • Develop training programs, communication tools, and reporting processes to support team growth and sales results.
  • Display commitment to employee growth and development by conducting fair and constructive performance appraisals; actively engage in employee training, and maintain and monitor quality indicators and compliance policies.
  • Identify opportunities for efficiency improvements and implement quality solutions.
  • Develop and manage team budget and develop plans to achieve revenue and expense targets.
  • Partner with other areas of the Advice Center and TA Retirement Solutions as an integrated extension of the participant education and Advice program.
  • Provide support to the Sales team in sales finals or sale finals presentations.


    • Bachelors degree in business or finance, or equivalent industry experience.
    • Seven years of sales/marketing/education experience in the financial services/insurance industry.
    • Five years of supervisory experience.
    • In-depth investment knowledge.
    • FINRA Series 6 or 7.
    • FINRA Series 63 or acquire within six months.
    • FINRA 65 or 66 or acquire within six months.
    • Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC). Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC.
    • Proficiency using MS Office (Word, PowerPoint, Excel).

      Behavioral Qualifications

      • Management skills to lead, coach, develop and motivate staff.
      • Advanced communication skills to present information to a wide-variety of audiences.
      • Interpersonal and relationship building skills to promote services and motivate staff.
      • Analytical and problem-solving skills to analyze trends/manage budgets and resolve customer issues.

        Preferred Qualifications

        • Experience conducting presentations, hosting webinars and GoToMeeting events.
        • Life insurance license.
        • CFP

          Our Culture

          At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?

          • Acting as One fosters an environment of positive collaboration.
          • Accountability allows us to own the problem as well as the solution.
          • Agility inspires new ideas, innovation and challenges the status quo.
          • Customer Centricity encourages an above and beyond approach to our customer.

            Working Conditions

            • Frequent travel (up to 33%) for site visits and meetings with internal partners, and traveling with team.

              Keywords: Transamerica, Denver, Regional Manager - Internal Retirement Planning Consultants, Professions, Denver, Colorado

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