Internal Wholesaler - Annuities

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

Responsible for driving sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds, annuities, and insurance products. This is accomplished by developing new business leads and cultivating existing relationships, demonstrating excellent problem solving skills to promote the sale of Transamerica Investment products.

Job Description

Responsibilities

• Establish and maintain ongoing relationship with Regional Vice Presidents (RVP) with a common goal of increasing company's share of mutual funds, annuity, and insurance marketplace as well as visibility of Transamerica's products and dedicated sales support and service through proactive calling (45 outbound phone calls or 55 total calls, both inbound and outbound).
• Daily contact with RVP (i.e. territory coverage, relationship building in accordance with business plan and/or sales goals.)
• Document all proactive activity and pertinent issues in the CRM system  i.e. appointments, thank you calls, monthly call campaigns and Sales opportunities etc.
• Participate actively in the development and successful execution of the territory business plan.
• Productively work together with other home office departments , the Regional Vice Presidents, Division Vice President's, Relationship Manager's and Internal Relationship Mangers to effectively service the selling relationships.
• Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective, adding value to the products, service and sales support delivered.
• Keep the Sales Desk Manager appraised of any concerns for meeting set goals, need for clarifying duties and any training development needs that will result in greater performance and personal growth.

Qualifications

BS or BA degree required or equivalent industry experience. Currently holds Series 7/6 Securities License (Series 63 if applicable) or obtain within 6 months of hire. Current Life Insurance License. Intermediate level personal computer skills including electronic mail, work processing, spreadsheet, graphics, etc

Preferred Qualifications

Minimum of 1-3 years of experience in the financial services industry

Working Conditions

Normal office environment with occasional overnight travel.

**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 Transp