Internal Wholesaler-Asset Management (Denver)

Transamerica; Denver (CO); Hybrid; USD 50,000 - 125,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Paid Time Off

Job summary

Transamerica is seeking an Internal Wholesaler-Asset Management in Denver to drive sales of mutual funds, annuities, and insurance products. You will develop new business leads, cultivate relationships, and demonstrate strong problem-solving skills to promote investment products.

You will manage ongoing relationships with RVPs, document activities in CRM, and collaborate with home office teams to achieve territory goals, with a strong emphasis on turning leads into opportunities.

Qualifications

• BS or BA degree or equivalent industry experience.
• FINRA Series 7 license required.
• FINRA Series 63 license required.
• Proficient PC skills: email, word processing, spreadsheets, graphics.

Responsibilities

• Establish and maintain relationships with Regional Vice Presidents to increase market share of mutual funds, annuities, and insurance.
• Document proactive activity in CRM, including appointments, calls, and sales opportunities.
• Contribute to territory business planning and coordinate with home office colleagues to service relationships.
• Communicate effectively to support sales goals and training needs.

Skills

Excellent listening skills

Education

BS or BA degree

Tools

FINRA Series 7

FINRA Series 63

PC skills (email, word processing, spreadsheet, graphics)

Job description

## Internal Wholesaler-Asset Management (Denver)Apply: Work From Home, USA: Full time: Posted Yesterday: R20062847**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 of 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**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.**Job Description****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.* FINRA Series 7* FINRA Series 63* Intermediate level personal computer skills including electronic mail, work processing, spreadsheet, graphics, etc.**Preferred Qualifications*** Minimum of 1-3 years of experience in the financial services industry**Working Conditions*** Office Environment* Occasional Travel <10%* Occasional overnight travel. ***\\*\\*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.\\*\\**** Total compensation is targeted at between $83,000 to $125,000 per year. See breakout below. The non-exempt range for this position is generally $50,000 in annual base pay. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. The commission variable target is 50,000 - 75,000, paid monthly based on applicable sales incentive plan (s). *Disclaimer:** We will **never** request personal information such as ID or payment for equipment upfront.* Official offers are sent via **DocuSign** following a verbal offer—not through text or email*This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.* **What We Offer**For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.Compensation Benefits* Competitive Pay* Bonus for Eligible EmployeesBenefits Package* Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development OpportunitiesHealth and Work/Life Balance Benefits* 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