Internal Wholesaler – Asset Management

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive sales by actively marketing Transamerica as a leading provider of mutual funds, annuities, and insurance products.

• Generate new business opportunities while nurturing existing client relationships.

• Build and sustain connections with Regional Vice Presidents to enhance market presence and product awareness.

• Offer dedicated sales support and service through proactive outreach.

• Maintain regular communication with Regional Vice Presidents regarding territory coverage, relationship development, business strategies, and sales objectives.

• Record proactive activities and relevant issues in the CRM system.

• Engage in the creation and implementation of the territory business plan.

• Work collaboratively with home office departments, Regional Vice Presidents, Division Vice Presidents, Relationship Managers, and Internal Relationship Managers.

• Evaluate representatives’ needs to provide suitable sales support.

• Keep the Sales Desk Manager updated on concerns regarding goal achievement, role clarification, and training requirements.

⛳️ Requirements

• A BS or BA degree is required, or equivalent experience in the industry.

• FINRA Series 7 certification.

• FINRA Series 63 certification.

• Intermediate proficiency in personal computer skills, including email, word processing, spreadsheets, graphics, etc.

• A minimum of 1-3 years of experience in the financial services sector is preferred.

• Capability to make 45 outbound calls or a total of 55 calls, combining both inbound and outbound.

• Ability to work in an office setting.

🏝️ 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