Achieve Mid-Term Plan sales growth objectives by collaborating with Regional Vice Presidents, District Sales Managers, key broker relationships identified by Employee Benefits distribution leaders, and team members. Use understanding of supplemental life/health products to build and execute competitive sales proposals. Collaborate with cross functional stakeholders to optimize processes and manage support model for key broker relationships.

Responsibilities

  • Collaborate with assigned Regional Vice President (RVP) to evaluate sales opportunities, prioritize proposal volumes, develop strong broker relationships, and determine territory strategy to support broker development and sales results.
  • Manage sales opportunity pipeline and analyze data provided to understand case complexity and requirements, determine the product offerings and plan designs that will best meet the client needs, and prioritize workload to meet client deadlines.
  • Build competitive plan designs and determine the product offerings that will deliver the best value to clients using Employee Benefits product expertise and industry experience.
  • Use digital platforms (proposal system, CRM) and associated workflows to manage sales opportunities from intake through implementation and ensure a smooth and optimal customer experience. Adhere to prescribed RFP and underwriting submission processes and ensure timely input and accuracy of recordkeeping.
  • Manage request for proposal and quoting process including underwriting feasibility, experience evaluation and proposal accuracy. Adhere to compliance controls and evaluate risk factors to determine if the sales opportunity is appropriate to pursue.
  • Partner with RVP and account management teams to identify cross selling opportunities.
  • Support RVP in finalist presentations to align content with territory strategy and clearly communicate the value proposition of the product offering.
  • Collaborate with the new business implementation team to support onboarding of new cases. Participate in internal and external implementation calls as needed.
  • Develop framework and processes for the sales enablement organization leveraging expertise of process development, digital sales enablement tools (proposal system, CRM) and group and voluntary benefits products.
  • Provide guidance to regional sales support team members by supporting training, complex problem resolutions, and roll out of new capabilities.
  • Leader key broker relationships as assigned and maintain the support model applied by the team. Structure format and cadence for monthly reporting, communication guidelines, and direction on support needs identified by the Employee Benefits distribution channel leaders.
  • Liaise with cross functional stakeholders to understand and support resolution of process gaps to optimize workflow and quality of team output.
  • Undertake special projects as assigned to advance the employee benefits strategy and distribution model across sales channels.


Qualifications

  • Bachelor’s degree in a business field or equivalent experience
  • Five years of employee benefits experience
  • Three years of sales support or sales enablement experience
  • In-depth knowledge of sales enablement best practices and digital platforms to make recommendations on workflow and development needs
  • Understanding of supplemental life/health and/or group life and disability products
  • Experience using Salesforce or other customer relationship management (CRM) tools
  • Outstanding relationship management and customer service skills
  • Excellent written and verbal communication skills
  • Problem solving, decision making, and analytical skills
  • Self-motivated with the ability to manage multiple tasks and deadlines


Preferred Qualifications

  • Knowledge of Transamerica distribution
  • Life & Health insurance license


Working Conditions

  • Office Environment
  • Occasional Travel <10%
  • Travel for broker meetings with RVPs and team meetings

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

Compensation:

The salary for this position generally ranges between $70,000-$90,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.

  • Official offers are sent via DocuSign following a verbal offer—not through text or email.


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.