Sales Desk Consultant

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $73k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💸 Finance

Finance • Insurance • Retirement

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

• Educate and empower Transamerica Financial Advisors (TFA) financial professionals with tools and resources that increase productivity and help clients with their wealth management business. • Provide product, platform, and services information to TFA financial professionals in response to inquiries via inbound phone calls, email, video, chat, etc. • Promote key TFA products and platforms designed to help serve client needs. • Identify opportunities to increase TFA production and work closely with the home office and field leadership to implement training and sales support resources. • Act as an expert coach on formation/positioning assistance requested at point-of-sale. • Lead one-on-one and group meetings to develop and foster positive relationships, and ensure high quality, profitable business results. • Maintain close working relationships with product providers to leverage their resources. • Provide training and troubleshooting during the sales process (e.g., licensing, new business submissions, sales concepts, etc.) • Drive increased sales growth from new financial professionals through on-going sales support and encouragement. • Provide orientation and training on TFA products, systems, websites and other sales tools. • Provide financial professionals and advisors with up-to-date product enhancements and sales knowledge. • Recommend and initiate improvements to processes and procedures.

🎯 Requirements

• Senior level experience in the financial services industry (typically five to eight years) • Strong knowledge of the insurance and securities industry, including products and services • FINRA Series 6 or 7 • FINRA Series 65 or 66 • Excellent communication, presentation, and relationship-building/relationship-management skills • Excellent organizational and time management skills • Bachelor's degree in a business field (preferred) • Experience supporting registered representatives and investment adviser representatives (preferred)

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health 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 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