Strategic Inside Sales: Mutual Funds & Insurance

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

Benefits offered by this job

Competitive Pay

Bonus for Eligible Employees

Benefits Package

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Health and Work/Life Balance Benefits

Paid Time Off starting at 160 hours

Ten paid holidays

Wellness program

Job summary

Transamerica is seeking a driven sales professional in the United States to drive growth in mutual funds, annuities, and insurance by developing new leads and nurturing existing relationships. You will engage in proactive calling, manage a busy outbound pipeline, and coordinate with Regional Vice Presidents to execute the territory business plan.

The role requires building strong client relationships, delivering sales support, and accurately tracking activities in the CRM.

Qualifications

• BS or BA degree or equivalent industry experience.
• FINRA Series 7 and FINRA Series 63 licenses required.
• Intermediate level PC skills including email, word processing, spreadsheets, etc.

Responsibilities

• Establish and maintain relationships with Regional Vice Presidents to grow market share in mutual funds, annuities and insurance.
• Engage in proactive calling and manage a mix of outbound and inbound communications to generate opportunities.
• Document all activities in the CRM and contribute to territory business planning and execution.
• Collaborate with home office teams and leadership to deliver effective sales support and service.

Skills

FINRA Series 7

FINRA Series 63

PC skills

Education

BS or BA degree

Job description

Transamerica is seeking a driven sales professional in the United States to drive growth in mutual funds, annuities, and insurance by developing new leads and nurturing existing relationships. You will engage in proactive calling, manage a busy outbound pipeline, and coordinate with Regional Vice Presidents to execute the territory business plan.

The role requires building strong client relationships, delivering sales support, and accurately tracking activities in the CRM.