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 unleashed by 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.

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit www.transamerica.com.

Who We Are

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).

Job Description Summary

Design, develop, deliver, and manage training content and programs for instructor-led and computer-based learning for insurance agents of World Financial Group Insurance Agency, both in the US and Canada, and registered representatives of Transamerica Financial Advisors, Inc. Assess and determine training needs based on interactions with sales leadership, managerial feedback, and observation of agent activity and performance. Conduct ongoing evaluation of the effectiveness of training efforts based on levels of participant reaction, knowledge acquired, behavioral change, and business impact.

Job Description

Responsibilities

Collaborate with a variety of subject matter experts to analyze, write, design, develop, deliver, and manage complex training and development projects related to financial products, sales practices, regulations, technology platforms, and related systems.
Support strategic initiatives; attend meetings and support project work in new products and system projects. Meet regularly with the leaders to assess involvement and impact, and identify gaps or items that need to be addressed throughout the process.
Use instructional design theory and methodologies to author, design, and implement training programs. Determine training strategies and technologies appropriate for intended audiences.
Continual process improvement and partnership with team members to ensure consistency and leverage knowledge and experience to ensure a quality product that adds value to the organization.
Develop, Design, and facilitate on-going training for continual improvement of sales skills (e.g. relationship selling, decision-making styles, customer centric language, etc.)
Develop, Deliver and assess process and system training.
Design and develop curriculum, resources and job aids that support the success of the learning programs.
Evaluate content from third party providers and provide feedback/recommendations; manage scheduling, delivery, tracking, and integration of third-party content within the TFA learning ecosystem.
Develop and deliver operational and soft skills programs utilizing a variety of learning methods.
Evaluate participant and manager evaluations to measure the effectiveness of training, with a focus on long-term behavioral implementation and business impact.
Provide focused training to select groups as requested.
Attend meetings with various departments and independent sales teams, marketing partners, vendors, etc. to develop sales strategies, materials, and messaging to support products and services.
Assist in the administration of Learning Management System (LMS) and other training technology platforms; help drive continual improvement of the end user experience and operational efficiencies.
Assist field representatives with training support issues.

Qualifications

Bachelor’s degree in a business field or equivalent experience
Five years learning and development experience
Working knowledge of insurance and securities products, regulations, and sales practices
Knowledge of adult learning principles
Advanced documentation and technical writing skills
Strong communication and interpersonal skills
Excellent customer service skills with the ability to work on a team and independently
Ability to incorporate creative and innovative solutions in a learning environment
Project management skills

Preferred Qualifications

Good understanding of instructional design principles and best practices
Strong documentation and technical writing skills
Training experience in the financial services industry
Certified Professional in Learning and Performance (CPLP)
Degree in instructional design
Articulate Storyline and/or Rise
Camtasia
Experience with learning management systems (LMS)
FINRA Series 6 or 7, and 63 licenses
Insurance licenses

Working Conditions

Work from home
Occasional travel

Compensation:

Additional Job Description

*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 $82,000 - $92,000 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 of 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

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

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

Competitive Pay
Bonus for Eligible Employees

Benefits Package

Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities

Health and Work/Life Balance Benefits

Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
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
Peer Recognition Program (BRAVO)

* As of December 31, 2022

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.

https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation

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 29.5 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.