77 applicants

Company

Transamerica · 10 hours ago

Virtual Regional Wholesaler

United States

Full-time

Remote

Entry, Mid Level

$55K/yr - $60K/yr

2+ years exp

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Insider Connection @Transamerica

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Responsibilities

Develop new business and maintain existing business relationships by conducting web-based sales meetings.

Provide World Financial Group (WFG) associates with up-to-date information on Transamerica products and timely business building ideas.

Reach out to prospective WFG associates within market to grow Transamerica sales and market share.

Manage business in partnership with RVPs by properly allocating resources provided by Transamerica Life Distributors (TLD).

Coordinate WebEx presentations with WFG associates and TLD management team on behalf of wholesaling team to provide value added resources.

Participate in TLD annual meeting and WFG convention, bi-annual regional sales meetings, training, and sales meetings at the request of the National Sales Manager.

Stay compliant in accordance with Transamerica rules, policies and procedures.

Stay current on Transamerica life insurance products, and economic and market conditions.

Qualification

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Financial services experienceSales experienceFINRA Series 6MS Office proficiencyTime-management skillsInsurance licensesProfessional designations

Required

Bachelor’s degree in a business-related field or equivalent education/experience.

Two years of financial services/brokerage industry experience.

Two years of sales desk/hybrid/external wholesaling experience.

FINRA Series 6 or obtain within six months of hire.

Excellent communication and presentation skills.

Time-management and organizational skills.

Ability to work as part of a team.

Proficiency using MS Office and sales tools.

Preferred

Insurance licenses.

Professional designations (CLU, ChFC, CFP, CLTC)

Benefits

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 for employees in their first year of service.

Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

Adoption Assistance

Employee Assistance Program

College Coach Program

Back-Up Care Program

PTO for Volunteer Hours

Employee Matching Gifts Program

Employee Resource Groups

Inclusion and Diversity Programs

Employee Recognition Program

Referral Bonus Programs