Internal Wholesaler - Life
Full Time
Sales and Marketing
United States
Drives sales by proactively and reactively marketing Transamerica as a premier provider of life insurance products through outbound calls and webinars. Develops new business leads and cultivates existing relationships, demonstrating excellent problem solving skills to promote sales.
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.
Qualifications
- 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 changed occur.
- Take full accountability for tasks and commitments.
Preferred Qualifications
- MBA
- Professional designations.
Working Conditions
- Office Environment
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.