Senior Director Agent Experience and Insights - WFG

Transamerica - Philadelphia, PA

Hiring: Senior Director Agent Experience and Insights - WFG Company: Transamerica Location: Philadelphia, PA Job Posted Time: 2026-09-16 12:59:54 Employment Type: Full-time Target Skills & Keywords: Agent Experience, Voice of the Agent, Customer & Business Quality Assurance, Agent Journey, Research & Survey Data, Business Insights, Stakeholder Management, Customer Centricity, Agility, Accountability, Collaboration, Financial Services Experience: - Senior leadership experience leading an Agent Experience and Insights function - Proven track record establishing a comprehensive view of the agent experience across the full lifecycle — from recruiting and onboarding through licensing, production, growth, and leadership - Experience developing and managing a Voice of the Agent program using quantitative and qualitative insights - Background in financial services, insurance, retirement, or investment solutions preferred Required Skills: - Ability to leverage agent feedback, research, survey data, and business insights to define and implement strategies that enhance the agent journey - Strong stakeholder partnering skills across key business functions - Expertise in identifying friction, emerging disruptions, unmet needs, and opportunities to improve agent outcomes - Ability to translate agent feedback and experience metrics into actionable strategies - Focus on driving engagement, productivity, and satisfaction Qualifications: - Demonstrated leadership in delivering a seamless, end-to-end agent experience across an organization - Strong analytical and insight-generation capabilities - Ability to foster a culture of customer centricity, agility, accountability, and collaboration - Alignment with WFG's growth objectives Compensation: Not specified in the provided job information. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don’t miss this opportunity to join a forward-thinking team!