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    Internal Wholesaler - Denver, United States - Transamerica

    Transamerica
    Transamerica Denver, United States

    2 weeks ago

    Default job background
    Full time
    Description

    Job Description

    • 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 Managers 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 apprised 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/with occasional overnight travel.

    Compensation

    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 $110,000 per year. See breakout below.

    The non-exempt range for this position is generally between 48, ,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, paid monthly based on applicable sales incentive plan (s).

    What We Offer

    Compensation Benefits

    • Competitive Pay
    • Bonus for Eligible Employees

    Benefits Package

    • Pension Plan
    • 401k Match
    • Employee Stock Purchase Plan
    • Tuition Reimbursement
    • Disability Insurance
    • Medical Insurance
    • Dental Insurance
    • Vision Insurance
    • Employee Discounts
    • Career Training & Development Opportunities

    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
    • College Coach 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
    • Peer Recognition Program (BRAVO)

    As of December 31, 2022

    Inclusion & Diversity

    We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts throughthe Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including theInclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

    To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees.Theyprovide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

    Giving Back

    Webelieve our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mixof financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

    Transamerica's Parent Company

    Aegonacquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives.As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

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