Associate/Engagement Manager managing project workstreams in financial services consulting. Focusing on insurance and asset management with opportunities for growth.
About the role
- Internal Wholesaler driving sales for life insurance at Transamerica through outbound calls and webinars. Developing new business leads and cultivating existing relationships.
Responsibilities
- Develop new business and maintains existing business within a geographically defined area by conducting outbound phone calls and web-based sales meetings.
- Demonstrate thorough knowledge of life insurance products, services and programs to effectively position Transamerica products.
- Build trust by asking clarifying questions to understand client needs to ensure questions are answered while identifying the proper insurance solution to fit the needs.
- Achieve business objectives that support driving sales growth, producer engagement, profitability, etc.
Requirements
- Bachelor’s degree in a business field or equivalent work experience.
- One year of sales or financial services industry experience.
- Life license.
- Thorough knowledge of business problem solving principles.
- Strong communication and listening skills.
- Technical ability to grasp and communicate new product and process related concepts.
- Client focused.
- Ability to work with others in a collaborative team environment and be flexible and forward-thinking as changes occur.
- Take full accountability for tasks and commitments.
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- 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
Job title
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