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 A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 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, 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, develop, 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 technical 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

　　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.*

　　Compensation:

　　The salary for this position generally ranges between $82,000 - $92,000 . 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.

　　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.

　　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 Em ployees

　　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 s ervice 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 - sponsor ed, 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, th e 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 (http://www.aegon.com/) 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.  

　　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 A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers . * For more information, visit   www.transamerica.com .

　　As of December 31, 2022 For more information about Transamerica’s privacy practices, click here. (https://transamerica.com/sites/default/files/files/e070d/job_app_0123.pdf)