TransAmerica Technology Services
Internal Wholesaler - Annuities (Denver)
Denver, Colorado
Sponsorship not specified$83k-$125kDetected 30 days ago
CRMOutbound SalesAuditingResearchCommunicationProblem SolvingMentoringInternal Audit
About the role
- We understand the potential of leveraging the talents of a diverse workforce.
- We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
- Our insurance, retirement, and investment solutions help people make the most of what's important to them.
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).
- Document all proactive activity and pertinent issues in the CRM system i.e. appointments, thank you calls, monthly call campaigns and Sales opportunities etc.
- 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.
Requirements
- 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
- Working Conditions
- Hybrid/Office Environment (3 days a week)
- 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 $125,000 per year. See breakout below.
- The non-exempt range for this position is generally $50,000 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 - 75,000, paid monthly based on applicable sales incentive plan (s).
Nice to have
- Minimum of 1-3 years of experience in the financial services industry
- Occasional Travel
- Employee Discounts
- Career Training & Development Opportunities
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- Employee Matching Gifts Program
Compensation
- Total compensation is targeted at between $83,000 to $125,000 per year.
Benefits
- For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
- Compensation Benefits
- Bonus for Eligible Employees
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Daily contact with RVP (i.e. territory coverage, relationship building in accordance with business plan and/or sales goals.)
Company info
- We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
- Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
- We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
- What We Do
- At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward.
- Transamerica is organized into three distinct businesses.
- These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
- Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
- We believe everyone deserves to live their best life.
- More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
- Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide.
Equal opportunity
- In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
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This listing is sourced directly from TransAmerica Technology Services's careers page and normalized into a canonical job model.