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.
- Currently holds 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
Preferred Qualifications
- Minimum of 1-3 years of experience in the financial services industry
Working Conditions
- Remote 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
Benefits Package
Health 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
