About the Role
Title: Senior Director, Agent Enablement and Engagement
Location: Work From Home, United States
Full time
job requisition id: R20058250
Job Description:
Job Family
Marketing – 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.
Job Description Summary
The Senior Director of Agent Enablement and Engagement is responsible for designing, leading, and optimizing the strategies, programs and experiences that empower agents to successfully grow their businesses and maximize their impact. This role serves as the champion for the agent journey – from recruitment through leadership development – ensuring agents are equipped, motivated, and connected to the company’s mission and goals. Through a combination of strategic leadership, cross functional collaboration, data-driven insights, and field partnership, the senior Director will drive greater agent activation, retention, and lifetime value. This role is critical to strengthening the agent experience, improving field productivity, and advancing the company’s competitive position in the market. This role is not just about setting strategies. It’s about leading a team to drive hands-on execution, field collaboration, and delivering programs that move the needle on agent productivity and retention.
Job Description
Responsibilities:
Agent Enablement Strategy and Execution
- Develop and lead a comprehensive enablement strategy that empowers agents throughout the full lifecycle-from recruitment, onboarding, licensing, activation, to multi-product selling and leadership development.
- Design scalable, role-based marketing assets, tools, and resources that improve agent productivity, retention, and revenue generation.
- Collaborate with marketing, product, compliance, and field leadership to align enablement initiatives with business priorities.
Agent Engagement and Experience
- Build and execute engagement programs that foster a strong agent community, improve agent satisfaction, and drive loyalty.
- Implement agent feedback loops and insights into actionable improvement across training, communication, and business support services.
- Oversee the development of agent recognition and incentive aligned with company sales goals and career progression paths
Cross-Functional Leadership
- Partner with the inside and outside Business Development Teams, Field Marketing, Digital Experience, Training, Product and Technology teams to deliver a seamless and supportive agent journey.
- Ensure consistent messaging, resources, and experiences across all agent touchpoints (portal, events, communications, social media).
Data-Driven Optimization
- Define KPIs and performance metrics for enablement and engagement initiatives
- Leverage data and analytics to continuously optimize programs, identify agent needs and predict engagement risks
- Present regular updates to executive leadership on agent performance trends, program effectiveness, and recommendations for growth.
Team Leadership and Development
- Build and manage a high-performing team focused on agent success, including roles across field enablement, campaign content development, marketing assets, and recognition
- Foster a culture of collaboration, innovation, and continuous improvement within the team
- Mentor team members to enhance capabilities in agent experience design, engagement marketing, and enablement best practices
Event and Activation Support
- Oversee agent engagement strategies for key events, trainings, and conventions, ensuring alignment with overall business targets
- Partner with event management and communications teams to ensure events drive measurable agent activation and motivation
Compliance and Alignment
- Ensure all enablement and engagement initiatives meet legal, compliance, and regulatory standards, partnering closely with Risk and Compliance teams
- Maintain alignment with brand standards, core values, and company mission in all agent-facing materials and activities
Qualifications
- Bachelor’s degree in marketing, business, communications or equivalent experience
- Ten years of marketing communications, digital marketing, or project management experience in financial services or a related industry
- Eight years of management experience
- Broad experience developing and executing marketing strategies for complex projects
- Thorough understanding of the investment products marketplace and distribution process, including how products are priced, packaged and positioned across various channels
- Technical acumen to design campaigns that optimize the use of traditional and digital marketing platforms
- Ability to interpret data and articulate results to diverse audiences
- Analytical and decision-making skills to identify/prioritize critical issues and interpret data
- Excellent communication and relationship building skills
Preferred Qualifications
- Intermediary or institutional experience
- Familiarity with content management, workflow and other marketing tools such as CMD, CRM, DAM, Workflow, Salesforce Marketing Cloud, Workfront, distributed marketing platform)
- Experience in change management
- FINRA Series 7 (for roles supporting mutual funds)
Working Conditions
- Office environment