Fast Consultant - WFG (Work From Home)

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. 

     

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

As part of the World Financial Group (WFG) Distribution team, the FAST Consultant is responsible for partnering with field agents and field leadership to drive increased agent recruiting, licensing, and product sales; enhance the agent experience; increase field performance, training, and communication; and to execute on WFG growth strategies. The FAST Consultant is a technical knowledge resource to enhance the recruit and new agent experience and improve recruit-to-licensing and licensing-to-sales ratios. Implement inbound and outbound call strategies to drive sales and increase engagement.

Job Description

Responsibilities

• Meet annual growth and business targets set for WFG.   
• Drive increased recruit-to-license and license-to-sales growth for new recruits and agents through on-going technical support, training, issue resolution, and recognition of field accomplishments.
• Provide training and troubleshooting activities on contracting and licensing procedures, new business, underwriting procedures, sales concepts, and end-to-end sales processes.
• Provide orientation and training on WFG systems, websites, and other digital tools.
• Deliver messaging, updates, incentives, etc. regarding WFG supported products, services, and resources to drive growth and meet retention object