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Internal Wholesaler - Annuities (Denver)

$83k - $125k

Transamerica Corporation

Job 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. 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. 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, word processing, spreadsheet, graphics, etc. Preferred Qualifications Minimum of 1-3 years of experience in the financial services industry. Working Conditions Hybrid/Office Environment (3 days a week). Occasional Travel Occasional overnight travel. Compensation Targeted at between $83,000 to $125,000 per year. The non-exempt range for this position is generally $50,000 in annual base pay. Commission variable target is 50,000 - 75,000, paid monthly based on applicable sales incentive plan. Benefits Comprehensive benefits package designed to support both the personal and financial well-being of employees. Includes Competitive Pay, Bonus for Eligible Employees, Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Medical Insurance, Dental Insurance, Vision Insurance, Employee Discounts, Career Training & Development Opportunities, Paid Time Off starting at 160 hours annually, 10 paid holidays per year, Well‑Being Programs, Parental Leave, Adoption Assistance, Employee Assistance Program, Back‑Up Care Program, PTO for Volunteer Hours, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Recognition Program, Referral Bonus Programs. #J-18808-Ljbffr Transamerica Corporation

Vacancy posted 1 day ago
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