Transamerica

As an Internal Wholesaler (IW), you will be partnered with a Regional Vice President (RVP), both responsible for driving sales by proactively marketing Transamerica’s Retirement Plan solutions.. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable Human Resources Business Partner should be contacted to evaluate the accommodation request.. Wealth Benefits: Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship. Health and Work/Life Balance Benefits: Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.. Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA").

internal wholesaler

Job Family Internal Sales Job Description Summary The people of Transamerica bring expertise, creativity and heart to everything that we do - and to the communities where we live and work. We believe that achieving a secure future requires both smart financial planning and a healthy lifestyle. The solutions we offer help our customers throughout their lives, whether it is saving and investing, protecting themselves and their loved ones, or preparing for an active and meaningful retirement. Are you a self-starter that wants to join a company with advancement opportunities within? If your answer is yes, we are looking for you! We are seeking candidates with experience in one or more the following product lines to join our team! Retirement, Mutual Funds, Variable Annuities, Life Insurance and/or Employee Benefits. Job Description The Role As an Internal Wholesaler (IW), you will be partnered with a Regional Vice President (RVP), both responsible for driving sales by proactively marketing Transamerica’s Retirement Plan solutions. You will accomplish this by developing new business opportunities and fostering existing relationships through phone and web-based sales and service engagements. The IW and the RVP will work a territory development plan together that is designed to grow sales and ensure success in both roles. This position will allow you to be part of a team that is focused on growth while getting your foot in the door of a company with advancement opportunities leading to all facets of the business. Core Responsibilities <ul><li>Strong ability to establish and maintain ongoing relationships with financial professionals in concert with Regional Vice Presidents (RVP) with the common goal of increasing Transamerica’s market share of retirement plans and related investment products.</li><li>Provide dedicated sales support and service through proactive calling and web-based meetings.</li><li>Document activity by utilizing Transamerica’s systems (i.e. appointments, sales calls, monthly call campaigns and sales opportunities etc.)</li><li>Actively participate in the development and successful execution of the territory business plan.</li><li>Productively work together and collaborate with other home office departments.</li><li>Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective and add value to the products.</li><li>Proactively seek and engage in opportunities tailored for your professional development.</li><li>Other duties as assigned.</li></ul> Critical Attributes At Transamerica, we have identified the following critical attributes as keys to success in our culture: <ul><li>Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.</li><li>Critical Thinking: Thoughtful process of analyzing data and problem solving to reach a well-reasoned solution.</li><li>Team Mentality: Partnering effectively to drive our culture and execute on our common goals.</li><li>Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.</li><li>Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.</li></ul> What You Need <ul><li>BS or BA degree required or equivalent industry experience</li><li>Currently holds Series 6/7 Securities License</li><li>Must have Series 63 or obtain within 3 months of hire.</li><li>Intermediate level computer skills, proficient in Microsoft Office Suite etc.</li><li>Ability to learn and communicate Transamerica’s products, features, tools and services</li><li>1-3 years of financial sales experience preferred</li></ul> Working Conditions <ul><li>Hybrid Office & Work From Home environment and ability to succeed in a virtual environment </li></ul> This job description is not a contract of employment nor for any specific job responsibilities. The company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable Human Resources Business Partner should be contacted to evaluate the accommodation request. <ul><li>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. **</li></ul> Total Compensation for first year Internal Wholesaler targeted at $90,000, contingent upon attainment of sales goals. Commission based pay is capped at 200% of target. Compensation The hourly rate for this position generally ranges between $19.68-$32.56. 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. Commissions This position may be eligible to earn commissions targeted at $40,000 annually paid on monthly sales based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies. Bonus Eligibility This position is also typically eligible for an annual bonus based on Individual Performance and is at Company Discretion at a target of $5,000 annually tied to product sales. Other product bonuses may apply. Working Environment Employees will be assigned to one of the following work location designations: <ul><li>In office employees will perform all of their work at a Company office location.</li><li>Hybrid employees will need to work at a Company office location at times and a remote work location (typically their home) at times.</li><li>Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.</li><li>Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.</li></ul> What You Receive <ul><li>A Comprehensive Wealth + Health package: It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you’ll come to discover, Wealth + Health is a central part of everything we do!</li><li>Wealth Benefits: Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship</li><li>Health and Work/Life Balance Benefits: Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.</li></ul> Equal Opportunity Employer Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws. Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs. Technical Assistance If you experience technical problems during the application process, please email applicantsupport@transamerica.com. Working Conditions Normal office environment with occasional overnight travel. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. Why Work for Us Total Rewards at Transamerica: It’s more than a paycheck. Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do. Learn more about our Total Rewards Package. Equal Opportunity Employer Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws. Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs. Ontario Applicants Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs. Technical Assistance If you experience technical problems during the application process, please email applicantsupport@transamerica.com. R20036632

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