Job description
Job Family
Internal Sales
Who We Are
Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).
Job Description Summary
As a member of the Transamerica Advice Center (TAC), connect by phone or in person with prospective clients for education-first sales conversations to deliver best interest recommendations. This role will also document and analyze conversations, scripts, marketing needs, processes, procedures, and best practices to determine the validity of new lead sources.
Job Description
Responsibilities
- Serve in a Retirement Planning Specialist capacity to provide clients with product education and guidance.
- Analyze information provided by prospective clients to pilot, document, and validate lead sources.
- Perform pre-call and post-call documentation to uncover trends and better understand client data.
- Prepare and present findings to TAC leadership to help determine which lead sources are viable for roll-out to Retirement Planning Specialists.
- Consult with advisors and the Business Development team to address and uncover ways to enhance and refine the engagement process on new lead sources.
- Develop scripts and marketing materials pertinent to the lead channel being evaluated.
- Organize regular team meetings to refine documentation practices, conversation strategies, and other topics to enhance results.
- Participate in corporate action events as required.
Qualifications
- Bachelor’s degree in a business field or equivalent experience
- One year of experience in the financial services industry
- FINRA Series 6 or 7
- FINRA Series 63/65 or 66
- Knowledge of financial products (related to assigned specialty area)
- Excellent written/oral communication and presentation skills
- Writing skills for documentation and scripting
- Organizational skills and flexibility to manage multiple projects
- Proficiency using MS Office, particularly Excel and PowerPoint
Preferred Qualifications
- Experience presenting in front of large groups
- Background in retirement planning
Compensation
Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **
Total Compensation for this role is estimated to be $95,000 - $110,000 per year.
The base pay for this position generally starts at $59,000. This rate is based on potential employee qualifications, operational needs and other considerations permitted by law. The rate may vary above and below the stated amount, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Commissions:
This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.
Average first year commission opportunity ranges from $35,000 to $50,000 and is uncapped based on performance. Commissions are paid monthly.
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 at a rate of 5%.
Working Conditions
- Remote - Work From Home
- Occasional travel
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.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
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Competitive Pay
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Bonus for Eligible Employees
Benefits Package
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Pension Plan
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401k Match
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Employee Stock Purchase Plan
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Tuition Reimbursement
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Disability Insurance
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Medical Insurance
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Dental Insurance
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Vision Insurance
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Stock Purchase Plan
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Employee Discounts
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Career Training & Development Opportunities
Health and Work/Life Balance Benefits
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Paid Time Off starting at 160 hours annually for employees in their first year of service.
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Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
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Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
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Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
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Adoption Assistance
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Employee Assistance Program
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College Coach Program
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Back-Up Care Program
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PTO for Volunteer Hours
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Employee Matching Gifts Program
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Employee Resource Groups
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Inclusion and Diversity Programs
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Employee Recognition Program
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Referral Bonus Programs
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Peer Recognition Program (BRAVO)
Inclusion & Diversity
Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.
In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.
Giving Back
Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.
https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation
Transamerica’s Parent Company
Aegon
acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century. Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
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