Aegon Asset Management Internal Wholesaler, Mutual Funds in Denver, Colorado
Job FamilyInternal Sales
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 wants to join a company with advancement opportunities within? If your answer is yes, we are looking for you!We are seeking candidates with experience selling Mutual Funds to join our team!Job Description
As an Internal Wholesaler, Mutual Funds, you will be partnered with a Regional Vice President (RVP), both responsible for driving sales by proactively marketing Transamerica solutions for the Mutual Funds division. You will accomplish this by developing new business opportunities and fostering existing relationships through phone and web-based sales and service engagements.The IW and the RVP will work a territory development plan together that is designed to grow sales and ensure success in both roles. This position will allow you to be part of a team that is focused on growth while getting your foot in the door of a company with advancement opportunities within.
Strong ability to establish and maintain ongoing relationships with Regional Vice Presidents (RVP) with a common goal of increasing the company's share of Mutual Funds
Provide dedicated sales support and service through proactive calling and web-based meetings
Document activity by utilizing Transamerica’s systems (i.e. appointments, sales calls, monthly call campaigns and sales opportunities etc.)
Actively participate in the development and successful execution of the territory business plan
Successfully work well with the team and collaborate with other departments
Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective and add value to the products
Proactively seek and engage in opportunities tailored for your professional development
Other duties as assigned
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations
Critical Thinking: Thoughtful process of analyzing data and problem solving to reach a well-reasoned solution
Team Mentality: Partnering effectively to drive our culture and execute on our common goals
Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions
Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
What You Need
BS or BA degree required or equivalent industry experience
Experience in Mutual Funds strongly preferred
Currently holds Series 6/7 Securities License
Must have Series 63 or obtain within 3 months of hire
Intermediate level computer skills, proficient in Microsoft Office Suite etc.
Ability to learn and communicate Transamerica’s products, features, tools and services
1-3 years of financial sales experience preferred
Ability to successfully work in a virtual environment on a temporary basis
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 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.
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 in order to perform job functions, the applicable Human Resources Business Partner should be contacted to evaluate the accommodation request.
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: 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.
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 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.
If you experience technical problems during the application process, please email email@example.com.
At Transamerica, hard work, innovative thinking and personal accountability are qualities that we honor and reward. We understand the potential that is unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment focused on helping customers secure their long-term financial futures.
Transamerica is a part of AEGON, an international life insurance, pension, and asset management company. The AEGON companies employ approximately 28,000 people and have a strong presence in more than 20 countries across the globe. For more information, visit www.transamerica.com.