Internal Wholesaler - Asset Management (Denver)

Responsibilities

• Establish and maintain ongoing relationship with Regional Vice Presidents (RVP) with a common goal of increasing company's share of mutual funds, annuity, and insurance marketplace as well as visibility of Transamerica's products and dedicated sales support and service through proactive calling (45 outbound phone calls or 55 total calls, both inbound and outbound).
• Daily contact with RVP (i.e. territory coverage, relationship building in accordance with business plan and/or sales goals).
• Document all proactive activity and pertinent issues in the CRM system i.e. appointments, thank you calls, monthly call campaigns and Sales opportunities etc.
• Participate actively in the development and successful execution of the territory business plan.
• Productively work together with other home office departments, the Regional Vice Presidents, Division Vice Presidents, Relationship Managers and Internal Relationship Mangers to effectively service the selling relationships.
• Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective, adding value to the products, service and sales support delivered.
• Keep the Sales Desk Manager appraised of any concerns for meeting set goals, need for clarifying duties and any training development needs that will result in greater performance and personal growth.

Qualifications

• BS or BA degree required or equivalent industry experience.
• Currently holds Series 7/6 Securities License (Series 63 if applicable) or obtain within 6 months of hire.
• Minimum of 1-3 years of experience in the financial services industry.
• Minimum of 1-3 years of experience in the financial services industry.
• Intermediate level personal computer skills including electronic mail, work processing, spreadsheet, graphics, etc.