Internal Wholesaler - Mutual Funds (Denver)

Transamerica is a financial services company that has been serving customers for over a century. The Internal Wholesaler is responsible for driving sales by marketing Transamerica's mutual funds, annuities, and insurance products, while developing new business leads and maintaining relationships with Regional Vice Presidents.ResponsibilitiesEstablish 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 etcParticipate actively in the development and successful execution of the territory business planProductively 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 relationshipsDemonstrate 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 deliveredKeep 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 growthSkillsBS or BA degree required or equivalent industry experienceCurrently holds Series 7/6 Securities License (Series 63 if applicable) or obtain within 6 months of hireIntermediate level personal computer skills including electronic mail, work processing, spreadsheet, graphics, etcMinimum of 1-3 years of experience in the financial services industryBenefitsPension Plan401k MatchEmployee Stock Purchase PlanTuition ReimbursementDisability InsuranceMedical InsuranceDental InsuranceVision InsuranceEmployee DiscountsCareer Training & Development OpportunitiesPaid Time Off starting at 160 hours annually for employees in their first year of serviceTen (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 DollarsParental 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 childAdoption AssistanceEmployee Assistance ProgramBack-Up Care ProgramPTO for Volunteer HoursEmployee Matching Gifts ProgramEmployee Resource GroupsInclusion and Diversity ProgramsEmployee Recognition ProgramReferral Bonus ProgramsCompany OverviewTransamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon. It was founded in 1904, and is headquartered in Cedar Rapids, Iowa, USA, with a workforce of 5001-10000 employees. Its website is http://www.transamerica.com.



Apply To This Job