Responsible for the distribution of Transamerica products for a defined territory.
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.
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
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
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.