Fast Consultant

October 2

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Transamerica

WebsiteLinkedInAll Job Openings

Insurance • Investments • Retirement

5001 - 10000

Description

• Meet annual growth and business targets set for WFG. • Drive increased recruit-to-license and license-to-sales growth for new recruits and agents through on-going technical support, training, issue resolution, and recognition of field accomplishments. • Provide training and troubleshooting activities on contracting and licensing procedures, new business, underwriting procedures, sales concepts, and end-to-end sales processes. • Provide orientation and training on WFG systems, websites, and other digital tools. • Deliver messaging, updates, incentives, etc. regarding WFG supported products, services, and resources to drive growth and meet retention objectives. • Support marketing, training, and sales event activities focused on enhancing the experience of new recruits and new agents. • Achieve performance measures/metrics and adhere to quality standards that align with business objectives. • Recommend and initiate improvements to processes and procedures.

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

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 • Peer Recognition Program (BRAVO)