Senior Sales Implementation Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $85k - $120k / year

⏰ Full Time

🟠 Senior

🛠️ Implementation Specialist

🦅 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

• Support implementation of the strategic team selling program • Collaborate with Sales Regional Vice Presidents on opportunities and prepare for sales finals and technology demonstrations, primarily in the mid-market space • Identify and secure presentation teams based on prospect needs assessments • Conduct internal meetings with presentation teams, product managers, Pricing, RFP, system analysts, client management, and new business services • Participate in due diligence site visit meetings to introduce digital participant and plan sponsor tools • Participate in sales final presentations with prospective clients or advisors • Conduct post-finals follow-up to identify current and future team-selling needs • Collaborate with the Director to understand competitive data, product sets, available services, and market-size distinctions • Manage related sales projects • Create comprehensive, client-customized sales final presentations and materials

🎯 Requirements

• Bachelor’s degree in a business field or equivalent experience • Five years of experience in the retirement services industry • FINRA Series 6 or 7, and Series 63 or 66, or obtain within nine months, including SIE if applicable • Experience creating presentations and marketing materials • Knowledge of 401(k), 401(b), pooled plans, nonqualified, and defined benefit plans • Knowledge of competitor products and services • Excellent presentation, communication, and interpersonal skills • Proficient using MS Office (Word, Excel, PowerPoint, Outlook) and CRM software • Experience with Salesforce.com preferred • Moderate travel of 50%

🏖️ Benefits

• 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 • 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