About The Position
Responsible for the distribution of Transamerica products for a defined territory.
Requirements
- Bachelor’s degree in a business field or equivalent experience
- Five years of sales experience in the financial services industry
- FINRA Series 6 or 7, and 63
- Outstanding communication and presentation skills
- Excellent time management and organizational skills
- Ability to work as part of a team
- Proficient using technology
Nice To Haves
- Master’s degree
- External wholesaling of financial services products
Responsibilities
- Develop new business and maintain existing business relationships by conducting in-person sales meetings.
- Provide advisers with up-to-date information on Transamerica products and business building ideas.
- Reach out to prospective advisers within market to grow Transamerica’s sales and market share.
- Manage business in partnership with Internal Wholesaler.
- Allocate resources provided by Transamerica Capital, Inc.
- Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required.
- Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures.
- Stay current on Transamerica products.
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
- Paid Time Off
- Paid holidays
- Wellness program
- Parental Leave
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
