Aegon offers products and services in the life insurance, pension, retirement, and asset management fields. The Virtual Regional Wholesaler is responsible for the distribution of Transamerica life insurance products, developing and maintaining business relationships, and driving sales through effective communication and strategic campaigns.
Develop new business and maintain existing business relationships by conducting web-based sales meetings with World Financial Group (WFG) agents, with focus on how to position the product to have better conversations and outcomes with clients, ultimately driving Transamerica life production and retaining market share.
Emphasis on sales activities for new agent onboarding to increase the number of first-time agents writing Transamerica business and growing existing agent production.
Provide WFG associates with up-to-date information on Transamerica products and timely business building ideas.
Run national campaigns to grow Transamerica sales and market share including reach out to prospective WFG associates within targeted campaigns.
Manage business in partnership with RVPs by properly allocating resources provided by Transamerica Life Distributors (TLD).
Coordinate Webex presentations with WFG associates and TLD management team on behalf of wholesaling team to provide value added resources.
Participate in TLD annual meeting and WFG convention, bi-annual regional sales meetings, training, and sales meetings at the request of the National Sales Manager.
Stay compliant in accordance with Transamerica rules, policies and procedures.
Stay current on Transamerica life insurance products, and economic and market conditions.
Qualification
Required
Bachelor’s degree in a business-related field or equivalent education/experience
Two years of financial services/brokerage industry experience
Two years of sales desk/hybrid/external wholesaling experience
Life license
Health license, or obtain within six months
Excellent communication and presentation skills
Time-management and organizational skills
Ability to work as part of a team
Proficiency using MS Office and sales tools
Preferred
Insurance licenses.
Professional designations (CLU, ChFC, CFP, CLTC)
Benefits
Annual Bonus based on the Company Bonus Plan/Individual Performance
Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.
