Transamerica is a financial services company dedicated to helping people achieve financial freedom. The Internal Wholesaler role involves driving sales through proactive marketing of life insurance products, developing new business leads, and maintaining existing client relationships through outbound calls and webinars.
Responsibilities
- Develop new business and maintains existing business within a geographically defined area by conducting outbound phone calls and web-based sales meetings
- Demonstrate thorough knowledge of life insurance products, services and programs to effectively position Transamerica products
- Build trust by asking clarifying questions to understand client needs to ensure questions are answered while identifying the proper insurance solution to fit the needs
- Achieve business objectives that support driving sales growth, producer engagement, profitability, etc
Skills
- Bachelor's degree in a business field or equivalent work experience
- One year of sales or financial services industry experience
- Life license
- Thorough knowledge of business problem solving principles
- Strong communication and listening skills
- Technical ability to grasp and communicate new product and process related concepts
- Client focused
- Ability to work with others in a collaborative team environment and be flexible and forward-thinking as changes occur
- Take full accountability for tasks and commitments
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
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