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Transamerica

Regional Vice President – Retirement Mid Markets

Transamerica

Regional Vice President at Transamerica responsible for selling qualified retirement plans to small and mid-sized markets. Manage territory and develop relationships with financial intermediaries to achieve sales goals.

Posted 4/29/2026full-timeRemote • Texas • 🇺🇸 United StatesLead💰 $90,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact
  • Prospect for new clients within and assigned territory to achieve sales goals.
  • Develop a network of advisors, consultants, and other third party intermediaries focused on the retirement industry.
  • Develop plan sponsor relationships through direct meetings with key contacts.
  • Participate in proactive marketing campaigns.
  • Manage a territory of target prospects.

Requirements

What you’ll need
  • Three years of sales experience in the retirement plan industry
  • FINRA Series 6 & 63
  • Life & Health License
  • In-depth understanding of the retirement market and ERISA
  • Self-motivated with an instinctive sales acumen
  • Outstanding interpersonal, public speaking and presentation skills
  • Ability to manage resources and thrive in a fast-paced, high-volume environment
  • Technical skills to use state-of-the-art tools

Benefits

Comp & perks
  • 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
  • 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
sales experienceunderstanding of retirement marketunderstanding of ERISA
Soft Skills
self-motivatedsales acumeninterpersonal skillspublic speakingpresentation skillsresource managementability to thrive in fast-paced environment
Certifications
FINRA Series 6FINRA Series 63Life & Health License