Responsible for the distribution of Transamerica life insurance products for a defined territory in partnership with a field based Regional Vice President (RVP) and Internal Sales Partner.

Responsibilities

  • Develop new business and maintain existing business relationships by conducting web-based sales meetings with World Financial Group (WFG) agents, with focus on how to position the product to have better conversations and outcomes with clients, ultimately driving Transamerica life production and retaining market share.
  • Emphasis on sales activities for new agent onboarding to increase the number of first-time agents writing Transamerica business and growing existing agent production.
  • Provide WFG associates with up-to-date information on Transamerica products and timely business building ideas.
  • Run national campaigns to grow Transamerica sales and market share including reach out to prospective WFG associates within targeted campaigns.
  • Manage business in partnership with RVPs by properly allocating resources provided by Transamerica Life Distributors (TLD).
  • Coordinate Webex presentations with WFG associates and TLD management team on behalf of wholesaling team to provide value added resources.
  • Participate in TLD annual meeting and WFG convention, bi-annual regional sales meetings, training, and sales meetings at the request of the National Sales Manager.
  • Stay compliant in accordance with Transamerica rules, policies and procedures.
  • Stay current on Transamerica life insurance products, and economic and market conditions.

Qualifications

  • Bachelor’s degree in a business-related field or equivalent education/experience
  • Two years of financial services/brokerage industry experience
  • Two years of sales desk/hybrid/external wholesaling experience
  • Life license
  • Health license, or obtain within six months
  • Excellent communication and presentation skills
  • Time-management and organizational skills
  • Ability to work as part of a team
  • Proficiency using MS Office and sales tools

Preferred Qualifications

  • Insurance licenses.
  • Professional designations (CLU, ChFC, CFP, CLTC)

Working Conditions

  • Work from home environment.
  • Moderate travel to conduct field training and participate in annual conventions.

The Salary for this position generally ranges between $55,000-$60,000 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 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.