Pooled Plan Sales Consultant

Job Family

Account / Relationship Management

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.* For more information, visit transamerica.com.  

Job Description Summary

Provides strategic guidance to ensure the success and partnership with Pooled Plan (PPA) sponsors and participants. Manages relationships, meets sales goals, and oversees day-to-day sales activities of the client. Develops and executes marketing & business plans alongside advisors and/or clients.

Job Description

Responsibilities

• Achieve organic growth goals through strategic plans, marketing strategies, and prospecting.
• Analyze and update marketing plan for existing PPA sponsors based on client and advisor feedback/needs.
• Provide training to PPA sponsors and their sales, marketing and client service teams.
• Provide training to advisors and third party administrators (TPA) on available marketing support and sales processes as required.
• Conduct ongoing calls to advisors/clients to review prospect and adopter sales activity.
• Maintain regular contact with contacts/advisors.
• Manage prospective adopter pipeline for assigned PPA clients.
• Review current year adopting employer sales and prospect activity, and year over year organic growth with PPA sponsors and advisors.
• Build and manage detailed business plans for each client.
• Determine potential new tactics to add value to partnerships.
• Document activity with PPA spon