Job FamilyInternal SalesJob Description SummaryEducate customers on retirement product solutions and arrange for meetings with plan specialists or advisors to further evaluate customer objectives and make best interest recommendations.Job DescriptionResponsibilitiesProvide general product information to customers making inquiries via phone, email, video, chat, etc.Determine customer interests and facilitate meetings with plan specialists or advisors.
Promptly address requests to ensure a good customer experience.Learn all products and features, including applicable regulations, for an assigned specialty area.Document activities in Salesforce.com and other systems as required.Provide operational and administrative support to the Advice Center sales team.QualificationsBachelor’s degree in a business related field or equivalent experienceFINRA Series 6 or 7, and 63 (required to be approved to do business in all states)One year of experience in the financial services industryBasic knowledge of financial productsCustomer service, interpersonal and listening skills to effectively communicate and earn trustExcellent written and oral communication and presentation skillsProficiency using MS OfficePreferred QualificationsLife licenseKnowledge of CRM (Salesforce.com)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.
Compensation:The salary for this position ranges from $41,000 to $44,000 annually.
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.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%.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.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.Why Work for UsTotal 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: applicantsupporttransamerica.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.Ontario Applicants: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 applicantsupporttransamerica.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.Technical Assistance:If you experience technical problems during the application process, please email applicantsupporttransamerica.com.