Internal Wholesaler

Job FamilyInternal Sales Who We Are Transamerica has been helping people feel better about the future for more than 100 years.

We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S.

But the way we see it, our responsibility goes beyond our clients’ accounts.

We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today.

We help people prepare by providing solutions that consider the whole picture.

What We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).

Job Description SummaryJob Description 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.

What We Offer We offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits Competitive Pay Bonus for Eligible Em ployees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Stock Purchase Plan Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off Paid Holidays Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave 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) Inclusion & Diversity Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued.

Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.

In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors 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 and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.

Giving Back Transamerica believes our responsibilities extend beyond our corporate walls.

That’s why we created the Aegon Transamerica Foundation in 1994.

Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.

https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation Transamerica’s Parent Company Aegon (http://www.aegon.com/) acquired the Transamerica business in 1999.

Aegon’s roots go back more than 175 years to the first half of the nineteenth century.

Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia.

Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management.

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.

Websites Transamerica | Protecting Your Wealth and Health since 1906 (https://www.transamerica.com/) Aegon Group Corporate Website | Aegon Management Team Transamerica Leadership
– Standing For Financial Innovation Since 1906 | Transamerica (https://www.transamerica.com/why-transamerica/leadership)