This role is responsible for driving sales by proactively and reactively marketing Transamerica as a premier provider of voluntary benefit insurance products. This is accomplished by contacting new business leads, cultivating existing relationships and demonstrating excellent problem-solving skills to promote the sale of Transamerica’s voluntary products.

Responsibilities

  • Collaborate with the Small Market Relationship Manager (RM) to develop and execute strategic business plans that increase the company’s share of voluntary benefits in the market and enhance the visibility of Transamerica’s voluntary products.

  • Responsible for the sales, recruiting and activity goals delivered by the RM on behalf of the company in a defined geographical area (Region).

  • Keep the RM appraised of any concerns you have in meeting set goals, need for clarifying duties and any training development needs that will result in greater performance and personal growth.

  • Proactively seek potential producers (Managing General Agents, General Agents and Individual Agents) to assess whether they may be a viable client for Transamerica. Discuss their business strategy and how Transamerica’s voluntary products, services and enrollment options may meet their client's needs.

  • Identify and contract enrollment technology companies or benefit communication firms.

  • Daily contact with producers through inbound and outbound calls, emails, online meetings or webinars (i.e. territory coverage, relationship building in accordance with business plan and/or sales goals.)

  • Document all proactive sales activity and pertinent issues in contact management system (SalesForce.com), i.e. appointments, thank you calls, monthly call campaigns, etc.

  • Forward leads that exceed specified thresholds to the appropriate Selling Channel for coordination, follow up and document information in Salesforce.com.

  • Partner with home office departments and operational support teams to build strong, positive relationships that drive growth and retention of Employee Benefits business.

Qualifications

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

  • Five years of sales experience in the insurance industry.

  • Time management and organizational skills.

  • Relationship building and listening skills to better assess a producer’s needs and determine the type of sales support necessary to accomplish the objective.

  • Verbal/written communication and presentation skills for maintaining daily contact and presenting webinars.

  • The ability to work in a team environment.

  • PC proficiency to document all sales activities.

Preferred Qualifications

  • Life/Health license.

  • Insurance carrier sales experience with background and knowledge of administrative processes.

  • Demonstrated sales success in insurance and/or employee benefits.

Working Conditions

  • Office environment

  • Occasional travel (10%)

*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 $60,500-$75,000. 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.

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

 

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.

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 in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.