Internal Wholesaler - Mutual Funds (denver)

Transamerica Corporation

Denver, United States
Base: $50,000; bonus/equity: $50,000 - $75,000; be...
On-site
Proactive calling to financial advisors
Relationship building with rvps
Documenting activity in crm
Responsible for driving sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds, annuities, and insurance products

Job Summary

  • Responsible for driving sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds, annuities, and insurance products.
  • Establish 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.
  • For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Matching Summary

Responsible for driving sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds, annuities, and insurance products.

Salary

Base: $50,000; Bonus/Equity: $50,000 - $75,000; Benefits: Comprehensive package

Skills & Requirements

Must-have

  • Proactive calling to financial advisors
  • Relationship building with RVPs
  • Documenting activity in CRM
  • Territory business plan execution

Nice-to-have

  • Collaborative problem solving
  • Focus on customer needs
  • Positive and collaborative environment

Key Requirements

  • BS or BA degree or equivalent industry experience
  • Series 7/6 Securities License
  • 1-3 years of financial services experience

Work Rights

Not specified

Tailored Resume

Cover Letter