Job FamilySales Support
Job Description SummaryThe people of Transamerica bring expertise, creativity and heart to everything that we do - and to the communities where we live and work. We believe that achieving a secure future requires both smart financial planning and a healthy lifestyle. The solutions we offer help our customers throughout their lives, whether it is saving and investing, protecting themselves and their loved ones, or preparing for an active and meaningful retirement.
Are you a self-starter that is looking for a career in sales where you will have opportunities to grow into your role with a career path ahead of you? Do you want to work for an organization that has a culture of training and developing its future leaders?
If your answer is yes, we are looking for you!Job Description
What Success Looks Like:
As an Internal Sales Support Representative you will be responsible for assisting with account retention and sales growth within the Transamerica Agency Network (TAN) Distribution Channel. Manages the case inventory with a focus on providing exceptional customer service, improving metrics and processes.
Manage the business inventory, cycle time, and placement ratio for assigned Regional Vice President. The inventory process includes proactive management and monitoring of cases in all the stages of underwriting, and proactively communicating that information to the appropriate Regional Vice President(s).
Assist with providing proactive, positive, candid and meaningful communications with assigned WFG/TAN CEO's and above and their staff.
Understand the features and benefits of the products that are sold within the channel to include life products and fixed index annuity products
Understand the workflow of both the internal operations of Transamerica as well as internal new business systems we utilize to support the WFG/TAN Field Force.
Serve as the agency's liaison/expediter/confidant/champion on service, sales, marketing, contracting and licensing and operations department issues.
Create, manage, maintain and distribute required monthly and quarterly internal and external reports as assigned.
Assist with tracking sales results for the WFG/TAN Field Force and monitoring market share.
Identify areas of improvement, both internally and externally to improve established metrics and service provided to the WFG/TAN CEO's and above.
Assist in implementing process improvements.
Facilitate problem-resolution both internally and externally
Participate in weekly calls with Regional Vice President to review results, trends and metrics, as well as to define areas of opportunity and offer suggestions for improvements.
Assists with training established WFG/TAN CEO's and above and their office administration on all aspects of operations, orientation/training on Transamerica's technical support systems to include iGO, our electronic application system.
Assist in providing education to the operation areas to help the employees understand the distribution channel to enhance and improve the customer experience with Transamerica.
Accountable for monthly and annual sales goals and revenue targets.
The expertise we are looking for:
Associates degree or equivalent related experience in similar environment required.
Minimum of 1-2 years of experience - Life Insurance carrier new business processing and/or account management experience; Financial Services/Brokerage Industry experience
Life Insurance License Required after 6 months of employment
Works well with others, skilled at resolving internal conflicts with minimal supervision; Exceptional customer service focus; Strong communication and interpersonal skills.
Work hours must coincide with their respective assigned territories.
FLMI or progress toward the designation
Extensive knowledge of company product and of multiple company and industry forms and prior experience in New Business
What You Receive:
A Comprehensive Wealth + Health package. It's our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you'll come to discover, Wealth + Health is a central part of everything we do!
Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship
Health and Work/Life Balance Benefits; Be Well, a Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.
At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?
Acting as One fosters an environment of positive collaboration
Accountability allows us to own the problem as well as the solution
Agility inspires new ideas, innovation and challenges the status quo
Customer Centricity encourages an above average and beyond approach to our customers
Why Work for Us
Total Rewards at Transamerica: It's more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: firstname.lastname@example.org if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact email@example.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
If you experience technical problems during the application process, please email firstname.lastname@example.org.
Transamerica Life Insurance Company