Internal Wholesaler-Life
Responsibilities
- Develop new business and maintains existing business within a geographically defined area by conducting outbound phone calls and web-based sales meetings.
- Demonstrate thorough knowledge of life insurance products, services and programs to effectively position Transamerica products.
- Build trust by asking clarifying questions to understand client needs to ensure questions are answered while identifying the proper insurance solution to fit the needs.
- Achieve business objectives that support driving sales growth, producer engagement, profitability, etc.
Qualifications
- Bachelor’s degree in a business related field or equivalent work experience.
- One year of sales or financial services industry experience.
- Life license.
- FINRA Series 6/7, or obtain within 12 months of hire.
- FINRA Series 63, or obtain within 12 months of hire.
- Thorough knowledge of business problem solving principles.
- Strong communication and listening skills.
- Technical ability to grasp and communicate new product and process related concepts
- Client focused.
- Ability to work with others in a collaborative team environment and be flexible and forward-thinking as changed occur.
- Take full accountability for tasks and commitments.
Preferred Qualifications
- MBA
- Professional designations.
Working Conditions
- Hybrid office environment.
**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 $95,000 per year. See breakout below.
The non-exempt range for this position is generally between 48,000 - 52,000 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 38,000 - 43,000, paid monthly based on applicable sales incentive plan (s).