7 часов назад
Internal Wholesaler - Asset Management (Denver)
83 000 - 125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Internal Wholesaler - Asset Management (Denver) (mutual funds, annuities, and insurance): Driving sales of Transamerica investment and insurance products by developing leads, cultivating relationships, and supporting Regional Vice Presidents with an accent on proactive calling, territory coverage, and CRM documentation. Focus on assessing representative needs, executing territory business plans, and coordinating sales support across internal departments.
Location: Denver, Colorado; remote office environment with occasional travel of less than 10% and occasional overnight travel
Total compensation: $83,000–$125,000 per year, including a generally $50,000 annual base salary and a $50,000–$75,000 monthly commission variable target.
Company
is an international financial services company providing insurance, retirement, investment, annuity, and employee benefits solutions.
What you will do
- Drive sales of mutual funds, annuities, and insurance products through proactive and reactive marketing.
- Build and maintain relationships with Regional Vice Presidents to increase product sales and marketplace visibility.
- Make approximately 45 outbound calls or 55 total inbound and outbound calls daily.
- Document appointments, campaigns, sales opportunities, and other activity in the CRM system.
- Participate in territory business planning and execution.
- Coordinate with sales leaders, relationship managers, and home office departments to provide effective sales support.
Requirements
- BS or BA degree, or equivalent industry experience.
- Current Series 7 or Series 6 securities license, with Series 63 where applicable, or ability to obtain the required license within six months of hire.
- Current life insurance license.
- Intermediate personal computer skills, including email, word processing, spreadsheets, and graphics applications.
- Strong listening, relationship-building, problem-solving, and sales-support skills.
- Remote office work with occasional travel, including overnight travel.
Nice to have
- One to three years of experience in the financial services industry.
Culture & Benefits
- Full-time employment with competitive pay and eligibility for sales or performance incentives.
- Pension plan, 401(k) match, employee stock purchase plan, and tuition reimbursement.
- Medical, dental, vision, disability, and employee assistance benefits.
- Paid time off starting at 160 hours annually, ten paid holidays, and paid parental leave for eligible employees.
- Career training, wellness programs, employee resource groups, inclusion programs, and volunteer benefits.
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