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Manager, Financial Advisor / Relationship Management
Transamerica US
Saint Paul, MN, United States
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Job Family
Division Sales
Job Description Summary
Responsible for managing a team who sell financial products and services (annuities, mutual funds, retirement accounts, brokerage, cash accounts, fee based accounts and advice, etc) to achieve individual and team objectives. Work with team to increase percent of clients assets held, and increase client satisfaction and retention.
Responsibilities
• Responsible for managing a team of Retirement Plan Specialists and Financial Advisors, including recruitment, performance management, and coaching.
• Establish and drive individual and team goals based on department objectives with support of Director.
• Exhibit a high degree of energy and influence to ensure individual and team goal achievement through motivation, coaching, demonstrate-observe-confirm, teaching, etc.
• Provide professional, comprehensive financial and retirement planning advice and guidance to clients.
• Recommend and sell distributed products and services to clients.
• Use consultative and persuasive sales skills to uncover client needs & increase number of accounts and assets under management.
• Engage clients through inbound calls and follow-up outbound calls, e-mail and other approved media.
• Meet all documentation, disclosure and regulatory requirements.
• Participate and support development of training and professional development workshops to increase product and industry expertise.
• Ensure high client service and satisfaction standards are met.
• Maintain required licenses and securities registrations via timely renewals and completion of required Continuing Education credits.
• Effectively handle multiple projects while meeting related deadlines.
• P & L responsibility for team. Setting sales goals, capacity planning and achieving budget
Qualifications
• Bachelors degree or equivalent industry experience..
• Minimum 5 years comprehensive experience as a financial planner or advisor.
• Strong product knowledge.
• FINRA Series 6/7, 24/26, 63 and 65/66, or obtain within 6 months; MN Life, Accident & Health, non-resident licenses required within 90 days.
Preferred Qualifications
• CFP or other designations strongly desired.
• Minimum 2 years supervisory experience very strongly preferred.
• Experience building and developing new teams preferred.
• Strong customer service and/or sales experience strongly preferred.
• Strong knowledge of retirement and financial planning concepts.
Behavioral Competencies
• Ability to take ownership, initiative, work independently and in a team environment.
• Ability to engage and retain clients, build trusting relationships, and close sales with the highest degree of integrity and personal accountability.
• Ability to probe to uncover client needs and present effective strategies over the phone.
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
• Work environment is a typical office environment
Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies.
Ontario Applicants:
Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA").