Sr Regional Sales Specialist - Philadelphia, Pennsylvania

Job Family · Sales Support / Operations · 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 empl ...

Job description

Job Family

Sales Support / Operations

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. 

We're 

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. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. 

Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit   

Job Description Summary

Achieve Mid-Term Plan sales growth objectives by collaborating with Regional Vice Presidents, District Sales Managers, key broker relationships identified by Employee Benefits distribution leaders, and team members. Use understanding of supplemental life/health products to build and execute competitive sales proposals. Collaborate with cross functional stakeholders to optimize processes and manage support model for key broker relationships.

Job Description

Responsibilities

• Collaborate with assigned Regional Vice President (RVP) to evaluate sales opportunities, prioritize proposal volumes, develop strong broker relationships, and determine territory strategy to support broker development and sales results.
• Manage sales opportunity pipeline and analyze data provided to understand case complexity and requirements, determine the product offerings and plan designs that will best meet the client needs, and prioritize workload to meet client deadlines.
• Build competitive plan designs and determine the product offerings that will deliver the best value to clients using Employee Benefits product expertise and industry experience.
• Use digital platforms (proposal system, CRM) and associated workflows to manage sales opportunities from intake through implementation and ensure a smooth and optimal customer experience. Adhere to prescribed RFP and underwriting submission processes and ensure timely input and accuracy of recordkeeping.
• Manage request for proposal and quoting process including underwriting feasibility, experience evaluation and proposal accuracy. Adhere to compliance controls and evaluate risk factors to determine if the sales opportunity is appropriate to pursue.
• Partner with RVP and account management teams to identify cross selling opportunities.
• Support RVP in finalist presentations to align content with territory strategy and clearly communicate the value proposition of the product offering.
• Collaborate with the new business implementation team to support onboarding of new cases. Participate in internal and external implementation calls as needed.
• Develop framework and processes for the sales enablement organization leveraging expertise of process development, digital sales enablement tools (proposal system, CRM) and group and voluntary benefits products.
• Provide guidance to regional sales support team members by supporting training, complex problem resolutions, and roll out of new capabilities.
• Leader key broker relationships as assigned and maintain the support model applied by the team. Structure format and cadence for monthly reporting, communication guidelines, and direction on support needs identified by the Employee Benefits distribution channel leaders.
• Liaise with cross functional stakeholders to understand and support resolution of process gaps to optimize workflow and quality of team output.
• Undertake special projects as assigned to advance the employee benefits strategy and distribution model across sales channels.

Qualifications

• Bachelor's degree in a business field or equivalent experience
• Five years of employee benefits experience
• Three years of sales support or sales enablement experience
• In-depth knowledge of sales enablement best practices and digital platforms to make recommendations on workflow and development needs
• Understanding of supplemental life/health and/or group life and disability products
• Experience using Salesforce or other customer relationship management (CRM) tools
• Outstanding relationship management and customer service skills
• Excellent written and verbal communication skills
• Problem solving, decision making, and analytical skills
• Self-motivated with the ability to manage multiple tasks and deadlines

Preferred Qualifications

• Knowledge of Transamerica distribution
• Life & Health insurance license

Working Conditions

• Office Environment
• Occasional Travel <10%
• Travel for broker meetings with RVPs and team meetings

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

Compensation:

The salary for this position generally ranges between $70,000-$90,000. 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 an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

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.

Disclaimer:
Beware of fake job offers

We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

• We will never request personal information such as ID or payment for equipment upfront.

• Official offers are sent via DocuSign following a verbal offer—not through text or email.

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 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

• 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 through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion 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. They provide 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  

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.* 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