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.

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

Hybrid

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **

The hourly rate for this position generally ranges between $42,515 - $49,920 in base pay and the commission target is $40,000 with an average last year of $62,000, paid monthly based on applicable sales incentive plan (s).  This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.