Fast Consultant
hace 5 meses
Job Family
Internal Sales
- About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit- .
Who We Are
Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).
Job Description Summary
As part of the World Financial Group (WFG) Sales team, serve as a mentor and technical knowledge resource to enhance the recruit and new agent experience, and improve recruit-to-licensing and licensing-to-sales ratios. Implement inbound and outbound call strategies to drive sales and increase engagement.
**Job Description**:
**Responsibilities**:
- Drive increased licensing and sales growth by recruits and agents through on-going support and encouragement.
- Provide training and troubleshooting on contracting and licensing procedures, new business, underwriting procedures, sales concepts, and end-to-end sales processes.
- Provide orientation and training on WFG products, systems, websites, and other digital tools.
- Provide updates regarding WFG supported products and services.
- Support marketing, training, and sales event activities focused on enhancing the experience of new recruits and new agents.
- Achieve performance measures/metrics and adhere to quality standards that align with business objectives.
- Recommend and initiate improvements to processes and procedures.
**Qualifications**:
- Bachelor’s degree in a business field or equivalent experience
- Two years of sales or financial services industry experience
- Outstanding relationship building skills to motivate and encourage recruits and agents
- Excellent oral/written communication, presentation, and listening skills
- Technical aptitude to learn and train others on WFG platforms
- Proactive and independent thinker able to take accountability for tasks and commitments
- Ability to quickly adapt in a rapidly changing environment
- Problem-solving and decision-making skills
- Organizational skills to manage time and resources
Preferred Qualifications
- Understanding of WFG agency model, Company departments and functional areas
- LLQP (Life License Qualification Program)
- CIFC (Canadian Investment Funds Course)
Working Conditions
- Office or hybrid office/remote environment
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits- Competitive Pay-
- Bonus for Eligible EmployeesBenefits Package- Pension Plan-
- 401k Match-
- Employee Stock Purchase Plan-
- Tuition Reimbursement-
- Disability Insurance-
- Medical Insurance-
- Dental Insurance-
- Vision Insurance-
- Employee Discounts-
- Career Training & Development OpportunitiesHealth and Work/Life Balance Benefits- Paid Time Off starting at 160 hours annually for employees in their first year of service.-
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).-
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars-
- Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at le
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