Job Family

Operations - General

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

Analyze, design, develop, deliver, administer 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. Serve as support for learning technology and assist with the maintenance of online course content. Assess and determine training needs based on interactions with sales leadership, compliance and legal, 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 annual broker-dealer firm element training program, as well as other BD and RIA training initiatives.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.Promote 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.Deliver and assess process, system, and functional training.Design and develop curriculum, resources, and job aids that support the success of the learning programs.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.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.Continue to grow and develop as a learning professional by contributing to the success of the team; demonstrate and share best learning practices with business groups and team members, and by act as a role model in the learning professional field.Analyze needs of the business unit to ensure that the design and documentation of learning materials is effective.Assist field representatives with training support issues.

Qualifications

Bachelor’s degree in a business field or equivalent experienceFive years learning and development experienceFINRA Series 6 (or obtain within 120 days of hire)Excellent customer service and motivational skills with the ability to work on a team andindependentlyStrong documentation and technical writing skillsAbility to incorporate creative and innovative solutions in a learning environmentProject management skills that include research capabilities and effective prioritizationStrong verbal and written communication skillsExcellent interpersonal skillsKnowledge of and ability to demonstrate adult learning principlesComprehensive knowledge of Microsoft Windows and MS Office Applications

Preferred Qualifications

Strong technical aptitude, and willingness to learn new technologyExperience with Microsoft SharePoint, learning technology tools, and learning management systemsGood understanding of instructional design principles and best practicesTraining experience in the US financial services industry (life insurance, securities)Working knowledge of US securities products and regulatory frameworksDegree in instructional designArticulate Storyline and/or RiseCamtasiaFINRA Series 7, 65, and 63 licensesLife Insurance license

Working Conditions

Fully remote / Work From HomOccasional Travel

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules and other 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 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 of 10% based on the Company Bonus Plan/Individual Performance and is at Company 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.

Worried about not having every single qualification listed? It’s okay. If it’s a role you’re interested in, we encourage you to apply. Employees who enjoy their jobs are one of our favorite things. 

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