Transamerica · 1 day ago
Sr Regional Sales Specialist - Employee Benefits
Denver, Colorado
Full-time
Onsite
Mid, Senior Level
$70K/yr - $90K/yr
5+ years expTransamerica is a financial services company that helps people plan for their future. They are seeking a Senior Regional Sales Specialist to achieve sales growth objectives by collaborating with various stakeholders and utilizing their expertise in employee benefits to build competitive sales proposals.
Financial ServicesImpact InvestingInsurance
No H1B
Responsibilities
Collaborate with assigned Regional Vice President (RVP) to evaluate sales opportunities, prioritize proposal volumes, develop strong broker relationships, and determine territory strategy to support broker development and sales results
Manage sales opportunity pipeline and analyze data provided to understand case complexity and requirements, determine the product offerings and plan designs that will best meet the client needs, and prioritize workload to meet client deadlines
Build competitive plan designs and determine the product offerings that will deliver the best value to clients using Employee Benefits product expertise and industry experience
Use digital platforms (proposal system, CRM) and associated workflows to manage sales opportunities from intake through implementation and ensure a smooth and optimal customer experience. Adhere to prescribed RFP and underwriting submission processes and ensure timely input and accuracy of recordkeeping
Manage request for proposal and quoting process including underwriting feasibility, experience evaluation and proposal accuracy. Adhere to compliance controls and evaluate risk factors to determine if the sales opportunity is appropriate to pursue
Partner with RVP and account management teams to identify cross selling opportunities
Support RVP in finalist presentations to align content with territory strategy and clearly communicate the value proposition of the product offering
Collaborate with the new business implementation team to support onboarding of new cases. Participate in internal and external implementation calls as needed
Develop framework and processes for the sales enablement organization leveraging expertise of process development, digital sales enablement tools (proposal system, CRM) and group and voluntary benefits products
Provide guidance to regional sales support team members by supporting training, complex problem resolutions, and roll out of new capabilities
Leader key broker relationships as assigned and maintain the support model applied by the team. Structure format and cadence for monthly reporting, communication guidelines, and direction on support needs identified by the Employee Benefits distribution channel leaders
Liaise with cross functional stakeholders to understand and support resolution of process gaps to optimize workflow and quality of team output
Undertake special projects as assigned to advance the employee benefits strategy and distribution model across sales channels
Qualification
Required
Bachelor's degree in a business field or equivalent experience
Five years of employee benefits experience
Three years of sales support or sales enablement experience
In-depth knowledge of sales enablement best practices and digital platforms to make recommendations on workflow and development needs
Understanding of supplemental life/health and/or group life and disability products
Experience using Salesforce or other customer relationship management (CRM) tools
Outstanding relationship management and customer service skills
Excellent written and verbal communication skills
Problem solving, decision making, and analytical skills
Self-motivated with the ability to manage multiple tasks and deadlines
Preferred
Knowledge of Transamerica distribution
Life & Health insurance license
Benefits
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
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase