Internal Wholesaler – Asset Management

🕒 September 29

🇺🇸 United States – Remote

💵 $50k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• Drive sales by proactively and reactively marketing Transamerica as a provider of mutual funds, annuities, and insurance products • Develop new business leads and cultivate existing relationships • Establish and maintain relationships with Regional Vice Presidents to increase market share and product visibility • Provide dedicated sales support and service through proactive calling • Maintain daily contact with Regional Vice Presidents regarding territory coverage, relationship building, business plans, and sales goals • Document proactive activity and pertinent issues in the CRM system • Participate in developing and executing the territory business plan • Collaborate with home office departments, Regional Vice Presidents, Division Vice Presidents, Relationship Managers, and Internal Relationship Managers • Assess representatives’ needs and determine appropriate sales support • Keep the Sales Desk Manager informed about goal attainment concerns, role clarification, and training needs

🎯 Requirements

• BS or BA degree required or equivalent industry experience • FINRA Series 7 • FINRA Series 63 • 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 (preferred) • Ability to make 45 outbound phone calls or 55 total calls, both inbound and outbound • Ability to work in an office environment

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees • 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 • Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service • 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 • Occasional travel under 10% • Occasional overnight travel