Remote Internal Wholesaler – Asset Management

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

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.