Sales Desk Consultant

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

📋 Description

• Educate and empower financial professionals at Transamerica Financial Advisors (TFA) by providing tools and resources that enhance productivity and support clients in their wealth management endeavors.

• Respond to inquiries from TFA financial professionals by offering information regarding products, platforms, and services through various channels such as inbound calls, emails, video, and chat.

• Advocate for key TFA products and platforms tailored to meet client needs.

• Identify opportunities to boost TFA production and collaborate with home office and field leadership to implement training and sales support resources.

• Serve as an expert coach, offering assistance on formation and positioning during the point-of-sale process.

• Facilitate one-on-one and group meetings to cultivate positive relationships and ensure high-quality, profitable business outcomes.

• Maintain strong working relationships with product providers to utilize their resources effectively.

• Offer training and troubleshooting support throughout the sales process (e.g., licensing, new business submissions, sales concepts, etc.).

• Promote sales growth from new financial professionals through continuous support and motivation.

• Provide orientation and training on TFA products, systems, websites, and other sales tools.

• Keep financial professionals and advisors informed about the latest product enhancements and sales knowledge.

• Suggest and implement improvements to processes and procedures.

⛳️ Requirements

• Extensive experience in the financial services sector, typically ranging from five to eight years.

• In-depth knowledge of the insurance and securities industries, including relevant products and services.

• Possession of FINRA Series 6 or 7 license.

• Possession of FINRA Series 65 or 66 license.

• Exceptional communication, presentation, and relationship-building/management abilities.

• Strong organizational and time management skills.

• A bachelor's degree in a business-related field is preferred.

• Prior experience in supporting registered representatives and investment adviser representatives is 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 aligned with 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 for eligible employees with at least one year of service at the time of birth, adoption, or foster care placement.

• 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