Internal Wholesaler - Mutual Funds (denver)

Transamerica Corporation

Denver, CO, US
Base: $50,000; variable: $50,000 - $75,000 commiss...
Hybrid
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 market share and product visibility through proactive calling.
  • The company offers a comprehensive benefits package including a pension plan, 401k match, and 160 hours of paid time off in the first year.

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

Base: $50,000; Variable: $50,000 - $75,000 commission target; Total Target: $83,000 - $125,000

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 required
  • 1-3 years financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter