Manage relationships with internal and external partners to drive referrals and sales opportunities to the Transamerica Advice Center (TAC). Develop and deliver training programs to build awareness of TAC service offerings.

Responsibilities:

  • Collaborate with internal and external partners to ensure implementation of approved TAC sales referral Initiatives.

  • Develop and conduct sales training to assigned groups to serve as subject matter expert and coach on programs and product features/benefits.

  • Cultivate referral partner’s participation and engagement through continuous knowledge sharing and feedback.

  • Create and deliver reports on referral activities.

  • Partner with internal sales associates and marketing teams to identify strategic opportunities to strengthen client relationships and increase sales growth.

  • Develop sales stories for target audiences.

  • Guide sales team on ways to close opportunities.

Qualifications:

  • Bachelor’s degree in a business field or equivalent experience

  • Ten years of sales/marketing experience in the financial services industry

  • Two years of account relationship management or external wholesaling experience

  • In-depth knowledge of life insurance and retirement products

  • FINRA Series 7/6

  • FINRA Series 63/65 or 66

  • Life, Accident and Health license

  • Outstanding communication and presentation skills

  • Excellent interpersonal and relationship building skills

  • Proficiency in MS Office products

Preferred Qualifications:

  • Wholesaling experience

  • Training/coaching experience

Working Conditions:

  • Office or hybrid office/remote environment

  • Extensive travel to conduct training and participate in conferences

Compensation:

The salary for this position generally ranges between $85,000 - $105,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.  

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.