Manager Agent Business Review

3 weeks ago

Toronto, Canada Transamerica Full time

Job Family

Regulatory Compliance
- 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 Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit- .

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

Oversee select business reviews of independent licensed insurance agents affiliated with World Financial Group Insurance Agency (WFGIA). Ensure compliance with regulatory requirements during and after the sale of universal life, term life, whole life, accident/sickness, group benefits, segregated funds, and travel insurance products.

**Job Description**:
**Responsibilities**:

- Assign business review cases for completion and analyze findings to identify trends and mitigate risk. Check work for quality and accuracy to meet department and regulatory requirements.
- Assist in the development of department policies.
- Develop and deliver business review training and materials for staff and the field force. Coach staff how to identify issues to be resolved or escalated to management.
- Analyze/test workflow processes and identify opportunities for improvement.
- Create reports and present to management as required.
- Work with Compliance to provide or gather information used in the business review process.
- Keep current on the changing landscape of compliance, regulations, and financial services industry.

**Qualifications**:

- Post-secondary education in finance or other business field, or equivalent experience
- Three years of insurance/financial services industry experience
- Understanding of compliance/regulations related to the sale of insurance or securities products
- Excellent analytical and problem solving skills
- Excellent written and oral communication skills
- Excellent interpersonal, coaching, and conflict resolution skills
- Customer focused
- Strong attention to detail
- Ability to manage multiple priorities in a fast paced environment

Preferred Qualifications
- Knowledge of WFGIA processes and procedures
- Life license
- Compliance/auditing background
- Team lead/supervisory experience
- Advanced proficiency in MS Excel

Working Conditions
- Office or hybrid office/remote environment

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 EmployeesBenefits Package- Pension Plan-
- 401k Match-
- Employee Stock Purchase Plan-
- Tuition Reimbursement-
- Disability Insurance-
- Medical Insurance-
- Dental Insurance-
- Vision Insurance-
- Employee Discounts-
- Career Training & Development OpportunitiesHealth 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

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