Internal Wholesaler – Group Retirement Plans

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 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 within.

Core Responsibilities

• Strong ability to establish and maintain ongoing relationships with Regional Vice Presidents (RVP) with a common goal of increasing company’s share of mutual funds, annuity, retirement and insurance solutions.
• Provide dedicated sales support and service through proactive calling and web-based meetings
• Document activity by utilizing Transamerica’s systems (i.e. appointments, sales calls, monthly call campaigns and sales opportunities etc.)
• Actively participate in the development and successful execution of the territory business plan.
• Productively work together and collaborate with other home office departments
• 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.
• Proactively seek and engage in opportunities tailored for your professional development
• Other duties as assigned

Critical Attributes

At Transamerica, we have identified the following critical attributes as keys to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

What You Need

• BS or BA degree required or equivalent industry experience
• Currently holds Series 6/7 Securities License
• Must have Series 63 or obtain within 3 months of hire.
• Intermediate level computer skills, proficient in Microsoft Office Suite etc.
• Ability to learn and communicate Transamerica’s products, features, tools and services
• 1-3 years of financial sales experience preferred

Preferred Qualifications

Minimum of 1-3 years of experience in the financial services industry

Working Conditions

• Office environment and ability to succeed in a virtual environment

**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. **

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.

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.

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.

What You Receive:

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!

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 commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.

Preferred Qualifications

Minimum of 1-3 years of experience in the financial services industry

Working Conditions

Normal office environment with occasional overnight travel.

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.

Company information

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.

AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action 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. 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, please contact: applicantsupport@transamerica.com.

Technical Assistance:

If you experience technical problems during the application process, please email applicantsupport@transamerica.com.