Sales Consultant (retirement)

Transamerica Corporation

Remote
Base: $69,000-$91,000 annually; bonus/equity: 10% ...
Fully remote
Data analysis for prospect presentations
Oversee pricing and fund research
Manage rfp and rfi process
Transamerica Corporation is seeking a Sales Consultant specializing in retirement plans to work remotely. The role involves conducting data analysis, managing RFPs and RFIs, and collaborating with sales executives to develop effective sales strategies

Job Summary

  • Contributes to the achievement of sales objectives by conducting data analysis and recommendations needed for prospect presentations, RFP’s and RFI's.
  • Provides producer support, answers product questions, provides proposals and price quotes, and conducts education calls as needed.
  • Manages post sales activities, develops new sale announcements, finalizes fund line-up and mapping, and works with the client integration team on potential issues/concerns.

Matching Summary

Match Score: 85

Transamerica Corporation is seeking a Sales Consultant specializing in retirement plans to work remotely. The role involves conducting data analysis, managing RFPs and RFIs, and collaborating with sales executives to develop effective sales strategies.

Salary

Base: $69,000-$91,000 annually; Bonus/Equity: 10% Annual Bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Data analysis for prospect presentations
  • Oversee pricing and fund research
  • Manage RFP and RFI process
  • Develop finals presentations
  • Provide producer support
  • Manage post-sales activities
  • FINRA Series 6 or 7 and 63 licenses

Nice-to-have

  • Collaborative positive environment
  • Focus on financial freedom
  • Proactive problem resolution

Key Requirements

  • Bachelor’s degree or equivalent experience
  • Minimum of three years retirement plan experience
  • Experience with large/complex custom designed plans
  • Strong investment knowledge including Morningstar Principia
  • Fluent PC skills – Excel, PowerPoint, Word, Data Base Management, Mstar Principia, FreeERISA.com, 401k Exchange etc.. Adobe, Outlook

Work Rights

Not specified

Tailored Resume

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