Remote Internal Wholesaler: Mutual Funds & Annuities Expert

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

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Job summary

Transamerica is seeking a dynamic internal sales professional to drive mutual fund, annuity, and insurance product sales through proactive lead generation and strong relationship management with Regional Vice Presidents. You will execute a strategic territory plan and document activity in the CRM to support growth.

The role requires 1–3 years in financial services and licenses (Series 7/6, Life) with strong communication and PC skills.

Qualifications

• BS or BA degree required or equivalent industry experience.
• Current Life Insurance License.
• Series 7/6 Securities License (Series 63 if applicable) or obtain within 6 months of hire.
• Intermediate level PC skills including email, word processing, spreadsheets.

Responsibilities

• Establish and maintain relationship with Regional Vice Presidents to grow market share.
• Daily contact with RVP for territory coverage and sales goals.
• Document all activities and sales opportunities in the CRM system.
• Participate in territory business plan development and execution.
• Collaborate with home office and regional teams to service relationships.

Skills

Sales experience

CRM proficiency

MS Office

Problem solving

Education

BS/BA degree or equivalent

Series 7/6 securities license

Life Insurance license

Tools

CRM system

Outlook/Email

Job description

Transamerica is seeking a dynamic internal sales professional to drive mutual fund, annuity, and insurance product sales through proactive lead generation and strong relationship management with Regional Vice Presidents. You will execute a strategic territory plan and document activity in the CRM to support growth.

The role requires 1–3 years in financial services and licenses (Series 7/6, Life) with strong communication and PC skills.