🚀 Head of Distribution & Client Solutions - WFG

Job Description Summary

The Head of Distribution – WFG US & Canada is responsible for executing on the strategy for World Financial Group Insurance Agency (WFGIA) distribution, independent agent/producer optimization, client solutions, and risk management functions, in the US and Canada, supporting over 70,000 agents. Works closely with the President, WFG & SVP Transamerica as a member of the leadership team to impact the footprint, profitability, and growth of WFG.

Responsibilities

• Provide leadership to coordinate the sale, education, and distribution of protection products through brokerage general agents and independent wholesale/marketing organizations.
• Develop client solutions providing consistency in service levels and support levels across product lines for partners and customers.
• Lead the team in implementing industry leading sales strategies and programs. Create tactical plans to achieve annual profit and revenue goals and achieve key performance metrics for targeted segments.
• Provide leadership to the FAST team aimed at increasing and retaining the number of new, net, and total licenses through agent engagement activities and incentive programs.
• Optimize relationships to leverage success and make decisions on initiatives and the allocation of resources based on growth strategies.
• Promote effectiveness and quality in sales initiatives, client support services and relationship building across multiple product lines.
• Work across functional departments to coordinate the sales effort (e.g. marketing, operations, training programs, internal sales, compliance, pricing, service, etc.).
• Serve as a catalyst for change to implement strategic initiatives.

Qualifications

• Bachelor’s degree in a business field or equivalent experience
• 15 years of industry experience, including leadership roles
• In-depth knowledge of the brokerage industry and wholesale/marketing organizations
• Strong communication and presentation skills to deliver important messages to key internal and external stakeholders, and diverse groups
• Relationship building skills and the ability to influence outcomes

Preferred Qualifications

• Life license
• FINRA Series 7 & 63
• Knowledge of Transamerica products
• Experience working with World Financial Group, Inc.

Working Conditions

• Office or hybrid office/remote environment
• Extensive travel (50%+)

Compensation

The Salary for this position generally ranges between $200,000 insert - $250,000 annually. This range is an estimate, based on potential qualifications and operational needs. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2 and other applicable local regulations.

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.

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
• 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
• Be Well Company holistic wellness program, including 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
• 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)

Inclusion & Diversity

Transamerica has a strong commitment to inclusion and diversity, and is recognized for its efforts by groups such as the Human Rights Campaign, Diversity Best Practices, and Seramount’s “100 Best Companies” list. ERGs are open to all employees and support inclusive behavior.

Giving Back

Transamerica supports the Aegon Transamerica Foundation with grants and volunteer involvement focused on education, health, and community well-being.

Further information:

Transamerica’s Parent Company

Aegon acquired Transamerica in 1999. Aegon is a global financial services company with a long history and a focus on climate change and inclusion and diversity.