Sales Consultant – Pooled Plans

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $70k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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

• Conduct research on every prospect and work with the Pooled Plan team to build strategies for pooled plan sales and growth • Oversee pricing, including fund research, fund mapping, and special pricing for large not-for-profit and corporate prospects • Manage the pooled plan RFP and RFI process; review, analyze, and recommend changes for complex prospects • Participate in final presentations, develop strategy and positioning, prepare pricing and client-demographic write-ups, recommend content edits, and oversee presentation assembly • Provide input on strategies needed to win specific deals • Support producers by answering product questions, preparing proposals and price quotes, conducting education calls, and managing “B&C” producer relationships • Support Sales Executive partners with inquiries, Point of Sale documentation, co-branded sales materials, new-business installation monitoring, and status communications • Manage post-sales activities, including sale announcements, fund lineup and mapping, and coordination with the client integration team • Participate in initial internal and external transition calls • Act as a Pooled Plan subject matter expert on retirement-plan installation processes and systems, defined-contribution product provisions, data gathering, troubleshooting, questions, and problem resolution • Research competitors and provide strategic information on product offerings and trends • Contact intermediaries monthly regarding new prospects, business plans, and referrals • Oversee advisor payments and compliance reporting • Manage Salesforce data integrity and team updates • Manage FINRA Compliance files • Manage Quality Indicators for Pooled Plans

🎯 Requirements

• Bachelor’s degree or equivalent experience • Minimum of three years retirement plan experience in the mid to large market ($10,000,000 to $2,000,000,000) required • Experience working with large/complex custom designed plans • Strong investment knowledge, including the ability to evaluate funds and investment performance • Excellent written and verbal communication skills to effectively consult with a wide variety of internal/external customers/prospects • Strong presentation skills and interpersonal skills • Proven ability to take initiative and work independently and manage the workflow in the Regional Office • FINRA Series 6 or 7 and 63 licenses, or obtained within 6 months of hire date • Fluent PC skills – Excel, PowerPoint, Word, Adobe, Outlook, FreeERISA.com, etc. • RPA designation preferred, including CEBS 3, 4 and 7, or an advanced retirement plan designation such as CRPS, CRPC • Life License

🏖️ Benefits

• Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance • Sales and/or performance incentives • 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 to 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