AVP, Sales Desk Manager

Job Family

Internal Sales

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

Supports all internal sales efforts for I&R accounts, including hiring/firing authority or recommendation authority; coaching; supervising; training and motivating the internal wholesaling team for I&R Sales Desk. Guide problem resolution when sales staff has difficulty resolving through standard procedures and foster sales and service environment to assure customer satisfaction and company goals are met.

Job Description

Responsibilities

• Effectively communicate with the Vice President, Sales Desk and utilize a direct reporting relationship to accomplish I&R missions.
• Supervise and support a team of individuals to productively work together to effectively provide sales and service to the company's sales representatives.
• Prepare and deliver annual written performance reviews for each of the team members utilizing performance appraisal system.
• Maintain an appropriate staffing level while promoting and sustaining a positive and respectful work environment.
• Responsible to take an active role in pursuing personal and professional development opportunities to ensure they have the expertise necessary to provide ongoing development of the internal wholesaler team.
• Effectively communicate with partners in other locations in regard to sales and service issues (e.g. grant and communicate exceptions, facilitate and communicate procedural changes, etc.)
• Assist in ascertaining critical training and development needs for the internal wholesaling team

Qualifications

Bachelors degree preferred.  Minimum 3 years experience in internal wholesaling with Transamerica product lines preferred.  Active Life Insurance License and Securities License

Preferred Qualifications

MBA or advanced degree; Tool experience: Excel (expert), PowerPoint (expert), WebTrends/Google Analtyics (Intermediate), HubSpot/Marketo/Pardot (Intermediate) or like systems, Adobe Suite, SalesForce (Intermediate) and CMS platforms

Working Conditions

Normal office environment. Less than 10% travel required.

**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. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **