Internal Wholesaler - Mutual Funds (Denver)
Transamerica is a financial services company that has been serving customers for over a century. The Internal Wholesaler is responsible for driving sales by marketing mutual funds, annuities, and insurance products, while developing new business leads and maintaining relationships with Regional Vice Presidents.
Responsibilities
- 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 as well as visibility of Transamerica's products and dedicated sales support and service through proactive calling (45 outbound phone calls or 55 total calls, both inbound and outbound)
- Daily contact with RVP (i.e. territory coverage, relationship building in accordance with business plan and/or sales goals.)
- Document all proactive activity and pertinent issues in the CRM system i.e. appointments, thank you calls, monthly call campaigns and Sales opportunities etc
- Participate actively in the development and successful execution of the territory business plan
- Productively work together with other home office departments , the Regional Vice Presidents, Division Vice President's, Relationship Manager's and Internal Relationship Mangers to effectively service the selling relationships
- Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective, adding value to the products, service and sales support delivered
- Keep the Sales Desk Manager appraised of any concerns for meeting set goals, need for clarifying duties and any training development needs that will result in greater performance and personal growth
Skills
- BS or BA degree required or equivalent industry experience
- Currently holds Series 7 Securities License (Series 63 if applicable) or obtain within 6 months of hire
- Intermediate level personal computer skills including electronic mail, work processing, spreadsheet, graphics, etc
- Minimum of 1-3 years of experience in the financial services industry
Benefits
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- 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 least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Company Overview