Job Family

Sales Support / Operations

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group servingapproximately 23.9 million customersworldwide.* For more information, visit transamerica.com. 

Job Description Summary

Deliver an exceptional training experience to Transamerica Retirement Services sales teams through bespoke presentations for large scale projects, product launches, and ongoing sales team development. Assess and determine training needs with sales leadership, managerial feedback, and observation of wholesaler activity and performance. Conduct ongoing evaluation of training effectiveness based on levels of participant reaction, knowledge acquired, behavioral change, and business impact.

Job Description

Responsibilities

Define, create, and deliver training programs to meet the learning and development needs of the business units. Develop instructor materials and assessments specific to training requirements.

Lead the design and development of new hire training andfacilitateprogram delivery to virtual and external RVP’s, internal wholesalers, sales desk assistants, account managers, etc. for each product.

Provide ongoing training in response to new products, systems, and processes to ensure sales teams have the knowledge and tools to succeed. Provide supplementary and review training as needed.

Design, develop, andfacilitateon-going training for continual improvement of sales skills (e.g.relationship selling, decision-making styles, customer centric language, etc.)

Design, develop, andfacilitateleadership development training to management across distribution channels.

Identifyappropriate contentto implement using learning management systems (LMS); evaluate existing content fordevelopmentof e-learning modules and programs.

Serve as a mentor to trainers to develop skills, knowledge, andproficiency, and conduct informal quality assurance through peer review and attendance of offered training programs; share best practices, successes, and innovations to help advance team performance.

Evaluate participant and manager evaluations to measure the effectiveness of training, with a focus on long-term behavioral implementation and business impact.

Provide focused training to select groups as requested.

Attend meetings with Sales Desk team, AVPs, marketing partners, vendors, etc. to develop sales strategies, materials, and messaging to support products and services.

Support the development of a learning and development bench of talent through training,coachingand mentoring (primarily candidatesidentifiedfrom the internal sales desk).

Qualifications

Bachelor’s degree in a business field or equivalent experience
Seven years of learning and development experience
Deep industry and product knowledge in specialty areas based on business need (e.g. retirement, mutual fund, annuity, life, employee benefits)
Knowledge of adult learning principles
Advanced documentation and technical writing skills
Strong communication and interpersonal skills
Excellent customer service skills with the ability to work on a team and independently
Ability to incorporate creative and innovative solutions in a learning environment
Project management skills
Advanced proficiency using MS Office tools

Preferred Qualifications

Training experience in the financial services industry, particularly qualified retirement plans

Certified Professional in Learning and Performance (CPLP) or Certified Retirement Plan Specialist (CRPS)

Instructional design experience

Computer application software knowledge preferred (e.g.Microsoft Office, Outlook, Word, Excel,Powerpoint,Sharepoint, CoPilot).

Working Conditions

Hybrid office environment: 3 days in office (Baltimore, Cedar Rapids, Philadelphia, Denver)
Occasional Travel <10%

The Salary for this position generally ranges between $100,000-$120,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus of 12.5% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

We will never request personal information such as ID or payment for equipment upfront.
Official offers are sent via DocuSign following a verbal offer—not through text or email

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

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 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 (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
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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