Internal Wholesaler

Transamerica Corporation

Competitive pyy; bonus for eligible employees; com...
45 outbound phone calls daily
Crm system documentation
Territory business plan execution
The role is responsible for driving sales by proactively marketing Transamerica as a premier provider of mutual funds, annuities, and insurance products

Job Summary

  • The role is responsible for driving sales by proactively marketing Transamerica as a premier provider of mutual funds, annuities, and insurance products.
  • Employees will establish ongoing relationships with Regional Vice Presidents to increase the company's share of the marketplace while documenting all activity in the CRM system.
  • Transamerica offers a comprehensive benefits package including competitive pay, a pension plan, 401k match, and 160 hours of paid time off annually.

Matching Summary

The role is responsible for driving sales by proactively marketing Transamerica as a premier provider of mutual funds, annuities, and insurance products.

Salary

Competitive Pay; Bonus for Eligible Employees; Comprehensive Benefits Package

Skills & Requirements

Must-have

  • 45 outbound phone calls daily
  • CRM system documentation
  • Territory business plan execution

Nice-to-have

  • Excellent listening skills
  • Problem solving abilities
  • Collaborative team environment

Key Requirements

  • BS or BA degree required
  • Series 7/6 Securities License
  • Current Life Insurance License
  • 1-3 years financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter