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.
Skills & Requirements
Must-have
proactive calling
relationship building
document activity in CRM
product knowledge
sales support
Nice-to-have
innovative thinking
personal accountability
collaborative environment
positive environment
Key Requirements
BS or BA degree required or equivalent industry experience
Currently holds Series 7/6 Securities License
Current Life Insurance License
Intermediate level personal computer skills
1-3 years of experience in the financial services industry