Transamerica Corporation Remote jobs - 30 jobs

Job Family Regional / Field Sales 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 serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Responsible for selling the organization's bundled and unbundled retirement programs within an assigned territory and for meeting sales goals in accordance with company objectives for institutional market sales. Responsibilities Prospect for new clients within assigned territory and achieve sales goals. Develop a strong network of advisors, consultants, and other third party intermediaries that are focused on the retirement industry. Develop plan sponsor relationships through direct meetings with key contacts at the plan sponsor. Participate in proactive marketing campaigns. Manage a territory of target prospects. Travel extensively to meet with prospects, advisors, and other key intermediaries in the territory. Qualifications Bachelor's degree or equivalent work experience Minimum of 3 years of sales experience focusing on the mid-to-large plan institutional market and knowledge of all types of retirement plans and related investment products. FINRA Series 6 & 63. Preferred Qualifications FINRA Series 7 Established relationships with retirement advisors, consultants and plan sponsors. Working Conditions Remote (Field/Travel) Environment Extensive Travel >50% Travel may include overnight travel. The Salary for this position generally ranges between $120,000-$135,000 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. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. This 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 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

About the job Customer Service Associate - Work From Home Who We Are Were the worlds only 100% union-label supplemental benefits provider, proudly partnering with over 40,000 unions and associations worldwide. For more than 60 years, we've been dedicated to protecting hardworking families by providing supplemental and permanent benefit solutions they can count on for financial security. The Opportunity Were looking for driven, service-minded professionals to join our fully remote team. You'll connect with union members who have already requested benefits information explaining their options, answering questions, and guiding them through the enrollment process. No cold calling or lead chasing just meaningful conversations with people who need what we offer. Your Responsibilities Handle inbound and outbound calls with prospective clients Schedule and lead virtual benefits presentations Explain available programs and coverage options in clear, simple terms Complete all applications and documentation with accuracy Deliver outstanding service and maintain organized client records Participate in leadership training and skill development programs What You Bring Excellent communication and people skills Professional, positive, and energetic approach Customer service or sales background (preferred, not required) Basic computer skills and comfort in a virtual environment Ability to collaborate effectively with all levels of the team Legal authorization to work in the U.S. or Canada What You'll Get Full benefits package after initial period 100% remote position no commuting, no dress code Flexible scheduling that supports your lifestyle Weekly pay plus performance-based monthly bonuses Annual incentive trips to top destinations like Cancun, the Bahamas, and Las Vegas for high performers Rapid career advancement with clear promotion paths If you're ready for a rewarding career where you can help others, grow your skills, and enjoy flexibility and unlimited earning potential apply now and start building a future you're proud of.

About the job Sales Representative We are proud to be the only 100% union-labeled supplemental benefits company in the world, serving over 40,000 unions and associations across North America and beyond. For more than 60 years, we've specialized in providing both supplemental and permanent benefits to hardworking families who need them most. Position Overview: Were looking for motivated individuals to join our remote team as Benefits Representatives. You'll be working with pre-qualified union members who have requested information, guiding them through their benefits options in a consultative and educational manner. Daily Responsibilities: Make and receive inbound/outbound calls Schedule and conduct virtual appointments Present benefits packages to union members who requested them Complete and submit necessary client documentation Maintain accurate records and follow quality control standards Participate in ongoing training and leadership development programs What Were Looking For: Strong verbal communication and interpersonal skills Friendly, professional, and positive attitude Customer service or sales experience is a plus, but not required Tech-savvy with basic computer proficiency Ability to work well with diverse teams and individuals Legally authorized to work in the U.S. or Canada Team-oriented and motivated to grow professionally What We Offer: Full benefits after probationary period 100% remote work work from anywhere Flexible scheduling ideal for those seeking work-life balance Weekly pay with performance-based monthly bonuses Incentive trips earn all-expenses-paid travel for you and a guest to locations like the Bahamas, Cancun, Las Vegas, and more Leadership opportunities fast-track promotions available for top performers If you're passionate about helping others, eager to grow, and ready to join a mission-driven organization that truly makes a difference apply today!

The Year for Growth, Opportunity and Flexibility Are you ready for a career change in 2021? At American Income Life, we are searching for ambitious individuals who are ready to build a successful career while also having a positive impact on the communities around them. American Income Life currently provide supplemental insurance coverage to labor unions, credit unions and associations in 49 states, the District of Columbia, Canada and New Zealand. Why We Stand Out American Income Life provides supplemental insurance coverage to labor unions, credit unions and associations in 49 states, the District of Columbia, Canada and New Zealand. Requirements: Excellent communication skills Basic computer knowledge Work ethics Outgoing, fun & energetic with an upbeat personality Time management skills Pass a criminal background check Job Benefits: Full Benefits Paid weekly ($70,000 - $75,000 1st year average) Bonuses Health Insurance Reimbursement Life Insurance Flexible Schedule Retirement Plan American Income Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. AIL representatives develop long-term relationships with clients and meet them where they are most comfortable: their homes Powered by JazzHR

March 2024 marked a monumental milestone for AO, as we shattered records for the biggest weekly, monthly, and quarterly achievements in the history of our company. Now, as we continue this incredible growth, we are seeking to expand our team with even more talented individuals. Are you ready to be a part of this extraordinary journey? As an AO team member, you will have access to a world-class support staff, unparalleled mentorship programs, and boundless career opportunities at every level. This could be the transformative change you've been eagerly searching for! • Embrace stability with a work-from-home position that provides you with a solid foundation. • Expand your knowledge and skills with virtual workshops and trainings designed to enhance your professional growth. • Enjoy the satisfaction of weekly pay, supplemented by enticing bonuses that recognize your exceptional performance. • Rest easy with the assurance of a union contract and representation, ensuring your rights are protected. • Safeguard your future with a comprehensive life insurance policy, including accidental death benefits. • Prioritize your well-being with medical insurance reimbursement, putting your health first. • Propel your career forward with industry-leading training and state-of-the-art technology at your fingertips. • Immerse yourself in leadership conventions and conferences that will inspire and motivate you. • Experience the thrill of incentive trips and team bonding activities, forging lifelong connections with your colleagues. To be considered for this incredible opportunity, simply submit your compensation requirements and an updated resume for our review. In line with our commitment to community wellness, all interviews will be conducted via Zoom video conferencing, ensuring the safety and convenience of all applicants. Join AO and become part of an unstoppable force, where history is made and extraordinary growth is Powered by JazzHR

We're seeking a motivated and customer-focused individual to join one of the most respected supplemental benefit organizations in North America - proudly serving families for more than 65 years. As our company continues to grow and expand into new territories, we're looking for someone who's driven, dependable, and eager to succeed in a fast-paced, supportive environment. Your Role Assist clients by providing clear information about available products and services. Address client questions regarding their coverage and benefit options. Stay current on our programs, policies, and evolving services. Review existing plans to ensure clients are receiving the most cost-effective solutions. Qualifications Background in customer service, sales, or client relations preferred. Proven ability to build relationships and maintain trust. Strong organizational skills with the ability to multitask and prioritize effectively. Positive, professional attitude with excellent communication skills (written and verbal). Ideal Candidate Self-starter with an entrepreneurial mindset and strong sense of accountability. Works well independently and thrives as part of a team. Performs well under pressure and maintains professionalism in all interactions. What's Included Comprehensive hands-on training and ongoing mentorship. Weekly pay, bonuses, and long-term residual income potential. Company-sponsored trips and recognition opportunities. 100% remote position offering flexibility and balance. If you're ready to start a rewarding career helping families while enjoying the benefits of remote work and consistent growth, apply today to learn more about joining our team. Powered by JazzHR

Enterprise Operations is a dynamic organization which supports not only John Hancock customers, but also many cross-functional departments within the US Division and Global space. The Data Governance Lead is responsible for the operation of the data governance practice and its implementation, ensuring data is well-organized, safe, accessible, and valuable. Position Responsibilities: Act as advocate for all data domains and information used by US Operations to maintain accuracy and ensure proper utilization. Inventory and prioritize data assets, coordinating with Operations Leadership and other roles within the Global Data Governance structure. Develop comprehensive understanding of data flow from both business and systematic perspective to ensure integrity of that flow is maintained. Act as intermediary to ensure alignment between Global Data Governance, Global operations and US Operation and IT Segments regarding data standards, roadmaps, and prioritization of initiatives. Capture, define, describe Business terms, Classifications, and Business Rules. Support Technical Data Custodians and data analysts in decomposing business rules into data quality rules, and creating data catalogues and lineage as data is implemented Ensure that data quality levels are assessed for all our prioritized critical data elements, and that data quality remediation is implemented when needed Ensure all key data risks are well understood and mitigated appropriately, working effectively with the Data Protection, IT Security, Risk, Data Architecture and Data Management functions including ensuring regulatory compliance. Navigate meetings of various stakeholders and preferences to ensure a unified approach and ultimate execution of the deliverable. Provide effective and concise communication with stakeholders, management, and business partners. Measure and communicate results and tie them back to key performance metrics, such as Service Level timings, budgets or Key Results based on Value Stream metrics. Responsible for directing activities of other team members depending on project initiatives. Required Qualifications: Bachelor's degree or equivalent business experience. 5-7 years of business experience including progressive business analysis experience. Strong presentation and communications skills; able to articulate business cases clearly, concisely, and effectively to audiences of various levels. Strong facilitation skills and ability to drive toward unified team consensus. Ability to build effective business relationships with key stakeholders and business management. Comprehensive knowledge of industry including product development, distribution, customer and administration services and regulatory structure. Progressive business analysis and/or project management experience supporting significant business initiatives Experience in financial services/insurance industry. Able to translate issues and problems into effective business solutions and drive them to successful outcomes. Ability to handle multiple demands and competing priorities of various large initiatives running concurrently. Ability to take initiative, work independently, and learn/assimilate information quickly. Preferred Qualifications: Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location USA, Massachusetts - Full Time Remote Working Arrangement Remote Salary range is expected to be between $73,350.00 USD - $122,250.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

Job Family Regulatory Compliance 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 serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary As a member of Transamerica Financial Advisors (TFA), conduct processing of cashiering, trading, asset transfers, and other operations functions on the Fidelity National Financial Services platform for brokerage and advisory accounts. Assist financial professionals and staff on use of the Wealthscape platform. Serve as a central source of information and support for TFA financial professionals who directly service the client and address business issues and questions to help with their practice. Responsibilities Support business processing on the Fidelity National Financial Services (NFS) Wealthscape platform Provide guidance and training to financial professionals on platforms/technologies, processes, compliance, best practices, etc. As a member of the Call Center, respond to requests for trading, account maintenance, order entry, platform navigation, cashiering functions, opening and closing accounts, etc. Provide support and guidance for the eMoney and Docupace platforms. Produce reports from Wealthscape and Avaya required for TFA to oversee service and processing metrics, and identify areas for optimization. Partner with NFS Middle Office on account management services. Identify and develop operational impact metrics, including collecting, analyzing, and reporting. Keep up to date on rules and regulations governing firm procedures. Identify and develop operational service improvements. Qualifications Bachelor's degree in finance or business, or equivalent work experience Five years of securities/financial services experience in call center and operations roles Detailed knowledge and expert processing proficiency on the NFS Wealthscape platform Demonstrated experience utilizing Avaya or similar telephony management system Thorough knowledge of securities products, FINRA, SEC, and DOL regulations Ability to analyze complex issues and recommend solutions Excellent written and oral communication and interpersonal skills Attention to detail and ability to prioritize multiple responsibilities Proficiency using MS Office, including advanced Excel skills Preferred Qualifications Experience working with eMoney, Docupace, Envestnet, and Salesforce platforms Compensation The salary for this position generally ranges between $59,000- 72,000 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 based of 7.5% on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This 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

Manulife John Hancock Investment, a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products. This position is responsible for coverage of financial advisors across multiple channels. This territory offers significant growth potential for the right candidate. Position Responsibilities: Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. Maintain and build client relationships by providing timely information on products, capital market intelligence, practice management advice and above all, outstanding client service. Conduct a robust schedule of client-facing activities through group and one-on-one in-person meetings, virtual meetings, phone calls, and emails. Initiate new business through prospecting. Represent John Hancock Investment Management at in-person and virtual events including national and regional conferences, seminars, and sales training meetings. Develop positive relationships with internal business partners, including assigned Internal Wholesaler and other home office partners. Efficiently lead the assigned territory by accurately leveraging all available resources including but not limited to product specialists, portfolio consultants and prudent allocation of travel & entertainment budget. Required Qualification: Bachelors Degree or equivalent experience preferred. Minimum of 3-5 years of asset management wholesaling experience required. Series 7 and 66 or 63 licenses required. CFA or CIMA designation preferred. Must have excellent communication and presentation skills - both in-person and virtual. Must have effective time management, technological, and organizational skills. It is preferred that candidates already be established in the local market. Territory Coverage: San Francisco, CA When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. Although we list out what we generally look for, we are very likely missing other attributes and skills that you have that could make you a great fit, but are not currently listed. Research has shown this especially applies to women and other marginalized groups, who tend to apply if they check 100% of every box, versus men who apply if they hit roughly 60%. The point we're getting at, it doesn't hurt to take a chance and apply! #LI-JH About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Working Arrangement Remote Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact ************************ for additional information. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

Our company has moved to 100% virtual, work-from-home positions. allows you to earn an incredible living without sacrificing your family life. You'll have the flexibility to choose your working hours when it's convenient for YOU and your family. We're looking for enthusiastic individuals to assist existing and prospective clients within our organization. This position will work with multiple clients through-out the day providing outstanding service and product knowledge. Preferred Skills: • Excellent communication skills, including active listening and problem-solving • Ability to learn, adapt, and adjust on the go • Works well with others and individually • Possesses a strong work ethic and drive to succeed What you can expect: • Flexible Schedule with Weekly Pay • 100% Remote Position • Weekly Trainings lead by Top Leaders • Life Insurance • Health Insurance reimbursement • Industry-leading resources and technology * In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing. Powered by JazzHR

Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see - and discover that better can take you anywhere you want to go. The Senior Underwriting Director provides guidance to more junior staff and assists Underwriting Management with research and training of Underwriting Staff. The incumbent will also take the lead on high scope and complex Underwriting department projects. Position Responsibilities: Manage all aspects of potentially unlimited total line in close association with reinsurers. Select and classify risk according to company philosophy and standards. Participate in and provide a leadership resource for projects in the Underwriting Department. Be an information resource for underwriters at all levels. Combine appropriate attention to established standards of turnaround with higher level of service and professionalism. Analyze and interpret medical, non-medical, and financial information. Make decisions within approval limits. Ensure that complete and appropriate underwriting requirements are completed while at the same time practicing effective expense management. Management of reinsurance process to ensure maximum capacity while avoiding reinsurance “gridlock”. Management/control of diversification process as “lead” underwriter on very largest of cases. Manage referral/consultation process to ensure that timely and accurate decisions are provided. Manage mortality on preferred block of business, through flex guidelines to ensure pricing/mortality expectations are met. Ensure consistency and adherence to established departmental guidelines though referral process. Actively participate in the development, implementation and management of New Business initiatives. Actively participate in the ongoing training and professional development of underwriting team. Act as resource/mentor to other members of the underwriting team, particularly at the consultant level. Champion appeals and business decisions in concert with the Chief Underwriter. Maintain positive and effective relationships with internal and external partners. Required Qualifications: Post-secondary education or equivalent work experience. Minimum 15 years underwriting experience. Expert knowledge and understanding of medical, non-medical and financial underwriting principles and practices. In depth knowledge of unique estate, business and insurance planning tools and techniques. In depth/current knowledge of political, economic, financial and legislative events which may impact client needs. Expert knowledge of company's insurance product portfolio and ability to marry that knowledge with an understanding of producer/client need. Expert knowledge of reinsurance, market place treaties, agreements and available capacity. Exceptional priority management with ability to work effectively under deadlines, balance published service times with an appropriate customer. Strong organizational, analytical and problem-solving skills. Effective presentation skills. Strong written and verbal communication skills. Strong customer service orientation. Knowledge of and ability to apply project management skills. Expert knowledge of insurance contract law and state legislative requirements as they relate to the underwriting and issue of insurance contracts. High level understanding of product pricing principals. Balance appropriate attention to expense management against the need to secure sufficient and appropriate underwriting information to make the best decision for the client and the company. Actively assist field personnel in positioning the Company as the lead underwriter in the market. Actively pursue opportunities for development of self and team. Develop and maintain effective working relationships with all field personnel and reinsurers. Keep current and up to date with the changing compliance and insurance regulatory environment. Keep current and up to date with changes in estate/insurance planning strategies. Identify departmental problems, recommend solutions and assist in implementation of change including manual updates Preferred Qualifications: Applicable underwriting and insurance designations preferred. Working Conditions: • Some travel • Concentration • Visual • Exposure to Weather When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location USA, Connecticut - Full Time Remote Working Arrangement Remote Salary range is expected to be between $114,900.00 USD - $206,820.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

Job Family Customer & Business Quality Assurance 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 serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary As a member of the Client Transition Services (CTS) team, this role handles moderate to complex data and asset transfer processes during new client plan conversions. Ensures timely and proper notification of cash flows to the Transamerica Retirement Services (TRS) Funding Group, and milestone task completion to project team members. Responsibilities Partner with clients, vendors, payroll providers and internal resources to gather data elements for migration. Establish an ongoing data dialog, via payroll files, to maintain data elements. Analyze and reconcile data received against documented plan rules. Post transferred records from former record systems into company system; maintain auditable records of completed conversion steps. Audit, analyze and perform data quality reviews for each conversion. Maintain the NBI (new business intelligence) database and transaction calendar. Participate in meetings with the Implementation staff. Lead and/or participate in department projects and data-specific initiatives. Manage large data conversion projects. Maintain department tools and procedures as assigned. Identify procedural issues/gaps and recommend solutions. Preferred Qualifications: Experience in the retirement services industry, including ongoing retirement plan administration, installations, conversions, 401(k) support, or client management. Qualifications Five years of experience in the financial services industry including working with electronic data files Working knowledge of Paris or related database systems, and SQL (AQT). Experience using Informatica or Pervasive software, or related systems. Written and verbal communication skills to present information to internal and external stakeholders. Organizational skills and attention to detail. Problem-solving and analytical skills. Proficiency in MS Word/Excel. Experience constructing queries. Working Conditions Remote / Hybrid *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.** Compensation: The salary for this position generally ranges between $70,000-$77,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: 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 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

Job Family Vendor Management 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 serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary The Vendor Liaison Group serves as the single point of contact for approved vendor contracts and vendor compliance for the Operations organization. Responsible for vendor oversight, vendor execution, and strategic oversight for vendors providing services to operations, onshore/offshore staff augmentation, and other forms of operational engagement services, as well as the vendor needs for other business organizations. Job Description Responsibilities Serves as the liaison between organization management and vendors to ensure vendor partners are effectively managed and contracts are fully leveraged. Develops and maintains successful working relationships with vendor representatives. Analyzes vendor performance data on a regular basis and performs follow up activities to ensure vendors adhere to company quality measures. Develops internal and external (Vendor) SLAs and metrics necessary for monitoring the results of vendors. Determines internal and external (Vendor) reporting requirements and enforces the delivery of accurate and timely information. Conducts regular performance reviews with vendors and communicates needed improvements. Develops company guidelines and best practices for vendor management and viability measures. Monitors the results and identifies needed improvements through request for feedback Assists the organization in the application of vendor selection criteria processes. Assists in developing the RFP. Works with legal and organization management to drive contractual or legal agreements through negotiation to final execution. Provides ongoing management and oversight for vendor contracts once executed. Works with various organizations for the completion of procurement, on-boarding and payment processing activities. Develops opportunities to influence strategic vendors direction/initiatives to ensure they are aligned with the needs of the organization and drives year over year performance improvements from these vendors. Compiles and analyzes trends that affect budgetary needs and supports the organization's budget cycle by providing vendor related information. Qualifications Bachelors degree in Business, or related area, or an equivalent combination of education and work experience. Minimum 5 years experience in a vendor liaison/management or similar role. Preferred Qualifications Demonstrated understanding of vendor management concepts and implementation techniques including contract negotiation and vendor performance monitoring. Experience in vendor pricing methods such as rate cards and pricing methodologies. Knowledge of industry best practices in contract negotiation. Demonstrated ability to define and manage vendor management processes. Ability to prepare and effectively lead negotiation sessions. Strong communication, and listening skills, including the ability to facilitate meetings and effectively lead discussions. Ability to build and maintain effective working relationships with all levels of management and staff. Excellent organizational skills and ability to work independently. Strong analytical skills. Working Conditions Hybrid with 3 days working onsite Compensation The salary for this position generally ranges between $78,000 - $95,000 annually/per hour. 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 based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: 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. 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

Director of Partner Recruitment Reports To: President United Benefits Advisors (UBA), a collaborative community of independent employee benefits advisors, is seeking a Director of Partner Recruitment in a business development role focused on building and managing key relationships with prospective independent employee benefits advisory firms and current UBA Partner Firms. This role requires a keen understanding of the employee benefits industry and the nuances of sales and prospecting. The Director of Partner Recruitment will spend a majority of their time proactively pursuing new prospects, building connections, and expanding the UBA mission and brand. Key Responsibilities Own and drive the recruitment pipeline Manage the full recruitment lifecycle from lead generation through onboarding for qualified employee benefits advisory firms Ensure timely, strategic follow-up as well as high-quality vetting, and measurable conversion rates aligned with new member firm revenue goals set by the UBA Board. Sell the value of UBA membership Lead discovery conversations, tailor proposals, and deliver compelling presentations that articulate the strategic value of UBA. Guide prospects through consultative sales experience and act as the primary relationship owner until onboarding. Learn the unique needs of UBA Partner Firms and how they derive value and growth in their businesses by engaging in UBA. Collaborate with Marketing as needed for messaging or content that attracts ideal prospects. Represent UBA at conferences and industry events 1-2 times per year to elevate brand visibility and generate pipeline growth Lead, manage and hold accountable Direct the recruitment team, including the Recruitment Coordinator. Collaborate cross-functionally with Marketing, Operations, and Leadership to align recruitment efforts with broader organizational goals. Implement feedback loops for continuous improvement. Drive a culture of accountability, high emotional intelligence, and inclusive leadership. Champion UBA's values of being Curiously Engaged, embracing Progress over Comfort, Leading with Light, being Here to Help, and maintaining Focus to Flourish. Measure performance and report impact Own recruitment metrics-including conversion rates, sales cycle length, firm quality, and revenue impact. Maintain CRM accuracy. Report performance regularly to senior leadership Use data insights to improve recruitment effectiveness. Liaise with and guide the UBA Partnership Committee Serve as the primary corporate liaison to the UBA Partnership Committee whose mission is to evaluate and recommend prospective Partners to the UBA Board for approval in accordance with UBA policies. Develop the agenda for monthly meetings in conjunction with the Chair and Vice Chair of the committee. Ensure prospective partner firm applications and supporting materials are clear and completed to be reviewed for approval. Qualifications, Skills and Requirements: 5+ years of professional experience in the employee benefits industry, preferably with a broker agency. Business development experience strongly preferred. BA/BS degree or equivalent relevant industry experience. High emotional intelligence with a demonstrated ability to build trust, resolve conflict, and create cohesion. Exceptional communication and interpersonal skills-written, verbal, and across mediums. Strong project management skills; able to keep multiple complex initiatives on track and under control. Tech-savvy with advanced experience with the Microsoft Office Suite and social media platforms. Experience with HubSpot's CRM functionality highly preferred. Must be self-motivated, work well independently, and enjoy collaborating with a team. Resourceful and self-sufficient in developing leads based on changing strategic imperatives. Benefits: As the largest community of Independent Employee Benefits Professionals in the country, United Benefit Advisors believes in providing excellent benefits to our UBA staff family, including: Remote work privileges Excellent salary package (base + commission) commensurate with experience Generous paid time off Health, dental, vision, life, and disability insurance 401(k) with company match Paid parental leave Wellness reimbursement Commuter reimbursement assistance (Chicago area candidates only) About UBA United Benefit Advisors (UBA) is the nation's leading independent employee benefits advisory organization with more than 200 offices throughout the United States and Canada. UBA empowers 2,100+ advisors to maintain independence while capitalizing on each other's shared knowledge and market presence to provide best-in-class services and solutions. Local Service. National Presence. UBA Partner Firms are employee benefits advisors who understand the unique needs of their local community. While remaining independent, they join together to gain knowledge and resources from other UBA Partner Firms across the country. As a result, UBA Partner Firms offer sophisticated, cost-effective solutions that are equal to or better than those from large brokerages while continuing to provide the personal service that only an independent, local advisor can deliver. $600+ Million Employee benefits revenue 28,000+ Employers served 200+ Offices in the U.S. and Canada 2,100+ Employee benefits advisors

Job Family Customer & Business Quality Assurance 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 serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Handle a wide variety of audit processes related to the transition of new client business to Transamerica. The incumbent provides outstanding customer service to our new clients and plays an integral, highly visible role in managing administrative functions for the new plan. Provide support in the areas of audit analysis, audit corrections, audit efficiencies, report development, and special projects. Communicate with Client Transition Services (CTS) staff to understand needs and provide effective consultation, error avoidance, and procedures. Job Description Responsibilities Provide quality support to CTS by running and analyzing new case audits, including but not limited to balances, allocations, default analysis, etc. Identify trends related to conversion strategies that may require additional oversight and changes to audit processes. Create plan level conversion reconciliations; identify discrepancies and collaborate with the Transition team and Accounting for resolution. Control audit system setup, identify and implement procedures for all new accounts. Recommend and implement effective solutions to problems that may arise throughout the conversion. Manage the administrative functions for the new plan and make recommendations for service/productivity improvements Support special projects, such as providing technical direction and running ad hoc reports in AQT. Identify ways to improve effectiveness, efficiency and “value added” for internal and external customers. Develop and implement processes for mitigation of future issues and management of customer expectations. Train team members and members of the conversion team on the CTS audit procedures. Serve as a subject matter expert to management and internal teams on best practices. Qualifications Bachelor's degree in a business field or equivalent experience Five years of financial services experience Strong understanding of defined benefit/defined contribution, or relevant financial operations Experience and understanding of installation processes and plan administration Knowledge and understanding of fund trading and the relationship between plan assets and system balances Analytical and problem-solving skill to perform internal auditing procedures Organizational and time-management skills to work on multiple assignments through to completion Written and oral communication skills to convey technical information/analysis results Basic accounting skills Advanced skills in MS Excel Preferred Qualifications Pension plan conversion experience Experience with AQT and/or SharePoint Working Conditions Office environment Compensation The salary for this position generally ranges between $64,000 - $72,000 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 based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: 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. 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

We are looking for an individual with great customer service skills for one of the main supplemental benefits companies in the nation for over 65 years! The Company is expanding in our territories and we are in immediate need of dedicated Benefits Representatives with ambitious goals. Responsibilities: Helping customers by providing product and service information Answer customer questions regarding their coverage Develop and maintain a knowledge base of the evolving products and services Regularly review these agreements in an effort to develop a more cost-effective plan Qualifications: Previous experience in customer service, sales, or other related fields Ability to build rapport with clients Ability to prioritize and multitask Positive and professional demeanor Excellent written and verbal communication skills What are we looking for in a candidate? A sharp individual with an entrepreneurial mindset An individual that is a team player and works well under pressure An individual with professional communication skills Benefits Hands on training Weekly pay Bonuses Residual income Company paid trips Remote Apply now to learn more about what we do and how you can be a part of our team today! Powered by JazzHR

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 serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Provide leadership to a diverse team of financial services learning professionals. Create a learning ecosystem of instructional design, product, sales training, and in-person coaching to educate and engage external agents and financial advisors, and internal sales and distribution colleagues. Build relationships and collaborate with cross-functional teams in the design and implementation of innovative learning solutions. Ideal candidate must have managed a large team of training professionals across the insurance or financial services industry. Responsibilities: Develop and manage the strategic roadmap for the learning and development function across the business. Collaborates with stakeholders to develop strategic training plans that align with business goals and needs Leads a team of learning professionals; provides guidance, support, and development opportunities. Design and deliver user-centric learning programs, leveraging a variety of delivery methods, strategies, and technologies Lead by example and can deliver training education programs virtually and in-person. Evaluate training effectiveness and return-on-investment (ROI) of training initiatives. Collaborate with divisional leadership and senior management while utilizing customer feedback to develop robust learning plans. Develop and monitor metrics to measure the impact of learning programs on business outcomes. Stay current with industry trends and best practices in learning and development to continuously innovate learning programs. Serve as a thought leader and internal consultant on learning and development-related topics. Ensure compliance with relevant regulations and policies. Qualifications: Bachelor's degree in adult learning, organizational development, instructional design, or equivalent experience Experience in the financial services industry 10+ years of experience in learning and development Experience conducting field training that supports sales or product education Experience managing a team Strong track record (KPIs) in training development and design Outstanding verbal and written communication and facilitation skills Proficient in LMS tools and learning and development software Preferred Qualifications: Experience training financial professionals, agents, advisors, or brokers Bilingual a plus (Spanish or Chinese) Working Conditions: Moderate travel (up to 20%) **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.** The Salary for this position generally ranges between $155,000-$165,000 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. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion. This 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

Job Family Internal Sales 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 serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our March 2nd and April 6th classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. Explain and ensure customers understand product options for routine inquiries; make product recommendations. Identify if there are multi-product needs and connect customers to other product specialists. Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications Bachelor's degree in a business field or equivalent professional experience FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) Life license (or obtain within 90 days) One year of experience in the financial services industry Basic knowledge of financial products (related to assigned specialty area) Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust Problem-solving and decision-making skills to select and recommend product solutions Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. Proficiency using MS Office Preferred Qualifications CFP and/or CRPC Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions Remote (Field/Travel) Environment Schedule may vary to fulfill service levels during hours of operation 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 $65,000 - $95,000 per year. The Salary for this position generally ranges between $ 48,500 - $ 53,000 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. #LI-KB1 Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: 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. 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

Job Family Regional / Field Sales 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 serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Responsible for the sale of Transamerica Employee Benefits and affiliate products, programs and services through regional/national firms and producers within an assigned region, with a focus on 3 to 2,000 life segment. Benefits include group STD, LTD and life, and a comprehensive suite of voluntary solutions including life (US, WL, Term), accident, critical illness, cancer, hospital indemnity, STD and GAP. Recruit, contract, and train brokers within assigned region, and serve as their liaison with home office staff. Ensure sales goals are met through excellent programs and customer service. Identify and work with enrollment companies and other entities engaged in the group and voluntary marketplace. Job Description Responsibilities Responsible for sales and recruiting goals, delivered by the TVP and/or SVP Sales on behalf of the Company, in a defined geographical region. Maintain corporate/division objectives and communicate to brokers. Develop relationships with national and regional firms. Recruit and contract new brokers. Identify and contract enrollment companies and affiliates (call centers). Develop and maintain a system of supervision and training for brokers consistent with standards of Transamerica Employee Benefits (TEB). Train agent and enrollment companies in TEB technologies. Assist brokers/producers with questions regarding products, programs and customer service. Work on projects as assigned by TVP and/or SVP Sales and Home Office. Achieve assigned sales goals within the allotted budget as designated by the Territory VP and/or SVP Sales. Keep current on sales practices and techniques and product offerings. Qualifications Bachelor's degree in a business field or equivalent experience Five years of sales and sales management experience Two years broker/agency experience Voluntary and/or Group Ancillary/Health sales experience Driver's license Preferred Qualifications Extensive broker/agency experience Life and health insurance license Working Conditions Work remote from home Frequent travel Flexible hours to accommodate client schedules **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.** The Salary for this position generally ranges between $60,000-$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 also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion. 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