Senior Sales Implementation Specialist (Retirement Plans)

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 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 www.transamerica.com. 

 

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

Support the implementation of the strategic team selling program. Work with Sales Regional Vice Presidents (RVPs), primarily in the mid-market space, on the delivery of individualized sales finals across multiple product lines, utilizing the expertise of presentation teams, product managers, and internal support groups.

Job Description

Responsibilities

• Collaborate with the Sales RVPs on each opportunity and partner together in the preparation for sales finals and technology demonstrations, focused primarily on the mid-market space.
• Identify and secure the designated presentation team based on the needs assessment of the prospect, with specific emphasis on key issues, special needs and customized delivery of materials and services.
• Conduct internal meetings with the presentation team, product managers, and internal support groups (Pricing, RFP, system analysts, etc.) to focus necessary resources on the opportunity, including engagement of client management and new business services.
• Participate in due diligence site visit meetings to introduce digital participant and plan sponsor tools.
• Participate in sales final presentations with prospective prospects or advisors to present digital participant and plan sponsor tools.
• Conduct post finals follow-up with Sales RVPs and the presenters to identify current and future team selling needs.
• Collaborate with the Director to understand competitive data to learn product set, available services, an