Fast Consultant

October 22

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000

Description

• As part of the World Financial Group (WFG) Distribution team, the FAST Consultant is responsible for partnering with field agents and field leadership to drive increased agent recruiting, licensing, and product sales; • Enhance the agent experience; • Increase field performance, training, and communication; • Execute on WFG growth strategies; • The FAST Consultant is a technical knowledge resource to enhance the recruit and new agent experience and improve recruit-to-licensing and licensing-to-sales ratios; • Implement inbound and outbound call strategies to drive sales and increase engagement.

Requirements

• Two years of sales/distribution and financial services industry experience • Understanding of the life insurance industry, securities business, agency operations, and regulations • Outstanding relationship building skills to motivate and encourage recruits and agents • Excellent oral/written communication, presentation, and listening skills • Technical aptitude to learn and train others on WFG platforms • Proactive and independent thinker able to take accountability for tasks and commitments • Attention to detail and the ability to quickly adapt in a rapidly changing environment • Problem-solving and decision-making skills • Organizational skills to manage time and resources effectively • Preferred Qualifications: Bachelor’s degree in a business field • Bilingual: English/French – Spanish - Punjabi (oral and written) as required in some territories • Understanding of WFG agency model, company departments and functional areas • Life license FINRA Series 6 & 63

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 • College Coach 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