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.

Job Description Summary

The Senior/Lead Trainer- Financial Professionals, is responsible for the coordination of learning programs to external agents who sell Transamerica products. This person provides analysis, design, delivery and success measurements of learning solutions. Designs materials and resources to support strategic clients and programs. Develops and supports the face-to-face virtual and in-person learning needs for medium to large scale projects. Monitors and evaluates the effectiveness of learning programs for the learner, business unit and the organization. Works closely with the team to ensure programs align to strategic priorities and contribute to business goals.

This role will foster a collaborative and productive learning environment, as a member of the newly formed Learning & Development Center of Excellence (COE) that supports all Transamerica lines of business. This COE reports into the CX/Marketing organization.

Job Description

Responsibilities

Designs and delivers face to face virtual and in person training to agents/financial professionals.
Capable of providing ad hoc training to a large audience with varying degrees of knowledge on a subject
Support strategic initiatives; attend meetings and support project work in new products and system projects. Meet regularly with the leaders of strategic projects to assess involvement and impact, and identify gaps or items that need to be addressed throughout the process.
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.
Lead the administration and coordination of learning programs.
Deliver and assess process and system training, utilizing customer feedback for improvements
Mentor team members on refinement of skills.
Design and develop curriculum, resources and job aids that support the success of the learning programs.
Continue to grow and develop as a learning professional by contributing to the success of the team. This will be done by demonstrating and sharing best learning practices with business groups and team members, and by acting as a role model in the learning professional field.
Develop and deliver operational and soft skills programs utilizing a variety of learning methods.
Analyze the effectiveness of learning programs.

Qualifications

Bachelor’s degree in a business field or equivalent experience
Five years learning and development experience, most in a face-to-face training model
Industry and product knowledge in specialty areas based on business need (e.g. retirement, mutual fund, annuity, life, employee benefits)
Knowledge of & ability to demonstrate adult learning principles
Advanced documentation and technical writing skills
Strong communication and interpersonal skills
Exemplary customer service skills & motivational 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 that include research capabilities and effective prioritization.

Preferred Qualifications

Bilingual (Spanish or Chinese) strongly preferred
Experience working with intermediaries or financial professionals
Strong technical aptitude, and willingness to learn new technology.
Training experience in insurance or other related business.
Experience with Microsoft SharePoint, learning technology tools and learning management systems.
Experience working in a team environment
Comprehensive knowledge of Microsoft 365 (including Teams), Zoom, and LMS capabilities
Familiar with instructional design capabilities
Excellent presentation skills and stage presence

Working Conditions

Remote
Travel up to 25%

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.

*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 $85,000 - $100,000 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

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