Business Development Specialist - National Accounts

Transamerica•Denver, CO

15h•Hybrid

About The Position

This role is responsible for supporting and developing business plans and initiatives, assessing new markets, and analyzing new business opportunities to support the sale of Transamerica products. Manages relationships with broker-dealer through proactive and thoughtful sales planning.

Requirements

Bachelor’s degree in a business-related field or equivalent experience.
Three years of sales experience in the financial services industry.
FINRA Series 7, or obtain within 90 days of hire date.
FINRA 63, or obtain within 90 days of hire date.
Communication and presentation skills.
Sales and relationship-building skills.
Proficiency using MS Office.

Nice To Haves

Key account management experience.

Responsibilities

Understand the products, services and positioning messages of Transamerica and convey to broker-dealer firms.
Foster relationships with key account relationship managers to determine strategic distribution opportunities for various initiatives.
Facilitate Request for Proposals.
Measure, evaluate and propose ideas to increase sales for assigned accounts.
Review firm agreements and partner with internal partners for execution (TAM Legal, TAM Operations) Agreements include Wealth Management, Institutional and Custodians.
Support Conferences including organizing, attendance, and collaboration with the events team.
Collaboration with the Sales Desk and external wholesalers.
Identify and use available resources to resolve client issues and concerns.
Communicate changes and updates regarding services and product materials to firm contacts.
Keep abreast of competitors to leverage future sales and objectives.
Build relationships with firm back offices to better assist with operational issues.