Internal Sales Consultant

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

The Internal Sales Consultant provides World Financial Group (WFG) field agents with information to support the sale of life insurance products (term, index universal life, universal life, whole life) and fixed index annuity products. Answers presale questions and provides assistance related to underwriting, case design, illustrations, e-app assistance, general insurance overviews, business and estate planning, and annual policy reviews. Works closely with Marketing to promote campaigns and help influence overall sales.

Job Description

Responsibilities

• Answer inbound calls from WFG agents, maintaining a 30-35 call per day average.
• Take ownership of each call to ensure agents receive accurate and complete information to make decisions that meet their clients’ best interest.
• Use Salesforce to track 100% of calls/actions taken.
• Maintain a thorough understanding of features and benefits for new and existing products, and ensure agents and internal partners are kept aware of product updates/changes and associated rules/guidelines.  Use a variety websites and internal systems to research, gather, and disseminate information.
• Train agents on sales concepts and end-to-end sales processes.
• Work with field Regional Vice Presidents and Internal Sales Partners to help drive sales and keep consistent messaging.
• Utilize expertise of teams in New Business, Customer Service, Agent Technical Support, Underwriting, and Licensing/Commissions to ensure agents receive the right information.

Qualifications

• Bachelor’s degree in a business field or equivalent education/experience
• Three years of sales experience, preferably in life insurance
• Excellent communication and listening skills
• Interpersonal skills to maintain relationships and build trust with agents and team members
• Strong attention to detail to document calls/activities

Preferred Qualifications

• Life and Health license

Working Conditions

• Office/remote environment
• May participate in annual WFG convention to provide event support (requires standing/lifting)

Compensation 

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

 

The Salary for this position generally ranges between $45-48K. This range is a