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Transamerica · 1 week ago

Internal Wholesaler - Annuities (Denver)

Denver, CO

Full-time

Hybrid

Entry, Mid Level

$83K/yr - $125K/yr

1+ years exp

Transamerica is a financial services company focused on helping people achieve financial freedom. The Internal Wholesaler - Annuities role is responsible for driving sales through proactive and reactive marketing of mutual funds, annuities, and insurance products, while developing new business leads and cultivating existing relationships.

Financial ServicesImpact InvestingInsurance

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

Qualification

Series 7/6 Securities LicenseLife Insurance LicenseFinancial Services ExperiencePC SkillsListening SkillsProblem SolvingRelationship Building

Required

BS or BA degree required or equivalent industry experience

Currently holds 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, work processing, spreadsheet, graphics, etc

Preferred

Minimum of 1-3 years of experience in the financial services industry

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

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

Company

Transamerica

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees