Sr Regional Sales Specialist

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.

Job Family
Sales Support / Operations

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 is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, and
3) Financial Assets. 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.

Achieve Mid-Term Plan sales growth objectives by collaborating with Regional Vice Presidents, District Sales Managers, key broker relationships identified by Employee Benefits distribution leaders, and team members. Use understanding of supplemental life/health products to build and execute competitive sales proposals. Collaborate with cross functional stakeholders to optimize processes and manage support model for key broker relationships.

• Collaborate with assigned Regional Vice President (RVP) to evaluate sales opportunities, prioritize proposal volumes, develop strong broker relationships, and determine territory strategy to support broker development and sales results.
• Manage sales opportunity pipeline and analyze data to understand case complexity and requirements, determine product offerings and plan designs that best meet client needs, and prioritize workload to meet client deadlines.
• Build competitive plan designs and determine product offerings that deliver the best value to clients using Employee Benefits product expertise and industry experience.
• Use digital platforms (proposal system, CRM) and related workflows to manage sales opportunities from intake through implementation and ensure a smooth customer experience. Adhere to prescribed RFP and underwriting submission processes and ensure timely input and accuracy of recordkeeping.
• Manage request for proposal and quoting process including underwriting feasibility, experience evaluation and proposal accuracy. Adhere to compliance controls and evaluate risk factors to determine if the sales opportunity is appropriate to pursue.
• Partner with RVP and account management teams to identify cross selling opportunities.
• Support RVP in finalist presentations to align content with territory strategy and clearly communicate the value proposition of the product offering.
• Collaborate with the new business implementation team to support onboarding of new cases. Participate in internal and external implementation calls as needed.
• Develop framework and processes for the sales enablement organization leveraging expertise of process development, digital sales enablement tools (proposal system, CRM) and group and voluntary benefits products.
• Provide guidance to regional sales support team members by supporting training, complex problem resolutions, and roll out of new capabilities.
• Lead key broker relationships as assigned and maintain the support model applied by the team. Structure format and cadence for monthly reporting, communication guidelines, and direction on support needs identified by the Employee Benefits distribution channel leaders.
• Liaise with cross functional stakeholders to understand and support resolution of process gaps to optimize workflow and quality of team output.
• Undertake special projects as assigned to advance the employee benefits strategy and distribution model across sales channels.

• Bachelor’s degree in a business field or equivalent experience
• Five years of employee benefits experience
• Three years of sales support or sales enablement experience
• In-depth…