Distribution External Regional Consultant

Job Description Summary

As part of World Financial Group (WFG) distribution team, the Regional Consultant is responsible for partnering with field agents and field leadership to drive increased agent recruiting, licensing, and product sales; enhance the agent experience; increase field performance through issue/opportunity identification and resolution, training, and communication; and to execute on WFG growth strategies. Lead and develop teams of senior FAST and FAST consultants whose focus is on connecting opportunity/issue with effective solutions and resources, increasing the number of newly licensed agents, and growing agent sales. Promote WFG opportunities to increase sales through a scalable and compliant business model aligned with the company's strategic vision.

Responsibilities

• Meet annual growth and business targets set for WFG and Transamerica.
• Empower the field force with information, tools, and resources to achieve business goals. Share knowledge of industry best practices, home office resources, marketing platforms, and other programs/processes available for success. Innovate and connect solutions to business needs.
• Provide guidance to field leaders on strategic planning and issue resolution.
• Conduct analysis of field performance to identify emerging trends and make recommendations to drive growth, engagement, and practical risk management.
• Engage and empower field leadership to implement WFG initiatives that improve business effectiveness.
• Monitor agent recruiting and licensing within territories. Implement/deliver messaging, training, incentives, etc. to drive growth and meet retention objectives.
• Consult with field leadership to ensure systems, procedures, and programs adhere to WFG/Transamerica guidelines and quality control measures. Resolve identified issues.
• Travel regularly to manage territory rotation providing issue/opportunity identification and solutions/resources, training, and coaching on performance effectiveness and to maximize resource efficiency.
• Monitor FAST consultant activity reporting and use of regional budgets to ensure total expenditures are within budget and providing the best return on investment.
• Provide leadership and clear direction to senior FAST and FAST consultants. Hire, lead, coach, reward, and direct day-to-day activities of employees with a focus on professional development and achieving targeted business outcomes. Set clear performance expectations, conduct performance reviews and as needed, implement improvement measures for individual and team success.

Qualifications

• Five years of financial services industry experience, including distribution/sales management.
• Life license
• Solid understanding of the life insurance industry, securities business, agency operations, products, and regulations.
• Understanding of employment regulations to manage employees.
• Outstanding communications and relationship-building skills with the field force, home office areas, strategic partners, and key stakeholders.
• Solid business acumen and sound judgement to identify issues/gaps, make strategic decisions, and influence outcomes aligned to objectives.
• Technical aptitude to learn and train others. Analytical and problem-solving skills to interpret and connect practical solutions to business problems.
• Strong written and oral communication skills, presentation, and public-speaking skills for extensive contact with internal and external stakeholders at all levels
• Creative self-starter with the ability to engage and motivate others.
• Attention to detail and the ability to manage multiple priorities simultaneously in a fast-paced environment.
• Effective application of project management methodologies
• Proficiency using MS Office products, and technologies used to deliver in-person and web-based training/meetings.

Preferred Qualifications

• Bachelor's degree in a business field
• FINRA Series 6 license
• Proficiency using WFG/TFA platforms
• People management experience

Working Conditions

• Remote or hybrid-remote office environment (Territory requirement: must reside in Northern California, Oregon, or Washington.)
• Extensive travel (50-75%) to field offices, business meetings, conferences/events
• Non-standard work schedule to include evenings and weekends
• Valid driver's license and vehicle required

Compensation

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.

Total Compensation for this role is estimated to be $200,000 per year.

The Salary for this position generally ranges between 65,000-75,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.

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 Em ployees

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
• College Coach 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

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