Regional Vice President
Current• Develop and Manage territory for all new Retirement Plan Sales between $0 and $100 million.• Develop and partner with strategic relationships, Relationship Managers, Product Management, mutual fund companies, broker/dealers, RIAs, banks & wire-houses and Third Party Administrators.• Work with Advisors and help them with prospecting, client meetings and closing retirement plan business.• Effectively communicate Transamerica solution to clients, advisors and TPA partners.• Develop and market services/products to advisors through branch visit, lunch meeting, trainings, seminars, marketing campaigns and special events.• Proactively reach out to advisors with new sales ideas & retirement plan updates to generate new business.• Client Seminars and Conduct book reviews to help advisors identify opportunities on their book of business.
