Regional Vice President, Mutual Funds (ohio)

Transamerica Corporation

Ohio, US
Base: $50,000; bonus/equity: annual bonus + commis...
On-site
Develop new business relationships
Maintain existing business relationships
In-person sales meetings
Transamerica Corporation is seeking a Regional Vice President for Mutual Funds in Ohio, responsible for distributing products within a defined territory, fostering business relationships, and managing sales efforts. The ideal candidate should have a strong background in financial services sales, excellent communication skills, and relevant certifications

Job Summary

  • Responsible for the distribution of Transamerica products for a defined territory.
  • Develop new business and maintain existing business relationships by conducting in-person sales meetings.
  • Extensive travel within the defined territory to visit clients and prospects is required.

Matching Summary

Match Score: 85

Transamerica Corporation is seeking a Regional Vice President for Mutual Funds in Ohio, responsible for distributing products within a defined territory, fostering business relationships, and managing sales efforts. The ideal candidate should have a strong background in financial services sales, excellent communication skills, and relevant certifications.

Salary

Base: $50,000; Bonus/Equity: Annual Bonus and Commissions; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Develop new business relationships
  • Maintain existing business relationships
  • In-person sales meetings
  • Provide advisers with product information
  • Grow sales and market share
  • Manage business with Internal Wholesaler
  • Allocate Transamerica Capital resources
  • Stay compliant with policies
  • Stay current on Transamerica products

Nice-to-have

  • Innovative thinking
  • Personal accountability
  • Leveraging diverse workforce
  • Collaborative environment
  • Positive environment
  • Focus on helping people plan
  • Tools and solutions
  • Financial freedom
  • Force for good
  • Holistic wellness program

Key Requirements

  • Bachelor’s degree in a business field or equivalent experience
  • Five years of sales experience in financial services
  • FINRA Series 6 or 7, and 63
  • Outstanding communication and presentation skills
  • Excellent time management and organizational skills
  • Ability to work as part of a team
  • Proficient using technology
  • Master’s degree (preferred)
  • External wholesaling of financial services products (preferred)

Work Rights

Not specified

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