Note: The job is a remote job and is open to candidates in USA. Transamerica is a financial services company dedicated to helping people live their best lives. The Sales Desk Consultant - TFA role focuses on educating and empowering financial professionals with the tools and resources necessary for wealth management success.
Responsibilities
- Provide product, platform, and services information to TFA financial professionals in response to inquiries via inbound phone calls, email, video, chat, etc
- Promote key TFA products and platforms designed to help serve client needs
- Identify opportunities to increase TFA production and work closely with the home office and field leadership to implement training and sales support resources
- Act as an expert coach on formation/positioning assistance requested at point-of-sale
- Lead one-on-one and group meetings to develop and foster positive relationships, and ensure high quality, profitable business results
- Maintain close working relationships with product providers to leverage their resources
- Provide training and troubleshooting during the sales process (e.g., licensing, new business submissions, sales concepts, etc.)
- Drive increased sales growth from new financial professionals through on-going sales support and encouragement
- Provide orientation and training on TFA products, systems, websites and other sales tools
- Provide financial professionals and advisors with up-to-date product enhancements and sales knowledge
- Recommend and initiate improvements to processes and procedures
Skills
- Senior level experience in the financial services industry (typically five to eight years)
- Strong knowledge of the insurance and securities industry, including products and services
- FINRA Series 6 or 7
- FINRA Series 65 or 66
- Excellent communication, presentation, and relationship-building/relationship-management skills
- Excellent organizational and time management skills
- Bachelor's degree in a business field
- Experience supporting registered representatives and investment adviser representatives
Benefits
- Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- 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.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Company Overview
Company H1B Sponsorship