Remote Internal Wholesaler: Asset Management

Transamerica; United States; Remote; USD 50,000 - 125,000; Full time

Benefits offered by this job

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Health Insurance

Pension Plan

Disability Insurance

Job summary

Transamerica, a leading financial services company, seeks an Internal Sales professional to drive market share for mutual funds, annuities, and insurance. Develop new business leads and nurture existing relationships, using proactive calling and CRM to track activities.

The role requires a BS/BA or equivalent, Series 7/6, Life Insurance License, and solid PC skills. Remote office with light travel; compensation includes base pay and incentives.

Qualifications

• BS or BA degree required or equivalent industry experience.
• 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.

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.

Skills

Listening skills

CRM usage

Outbound calling

Communication

Education

BS or BA degree or equivalent experience

Tools

Microsoft Office

Job description

Transamerica, a leading financial services company, seeks an Internal Sales professional to drive market share for mutual funds, annuities, and insurance. Develop new business leads and nurture existing relationships, using proactive calling and CRM to track activities.

The role requires a BS/BA or equivalent, Series 7/6, Life Insurance License, and solid PC skills. Remote office with light travel; compensation includes base pay and incentives.