Senior Sales Implementation Specialist (Retirement Plans)
Work From Home, USA
Job Family
Sales Support / OperationsAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential 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 — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit www.transamerica.com.
Who We Are
Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).
Job Description Summary
Support the implementation of the strategic team selling program. Work with Sales Regional Vice Presidents (RVPs), primarily in the mid-market space, on the delivery of individualized sales finals across multiple product lines, utilizing the expertise of presentation teams, product managers, and internal support groups.Job Description
Responsibilities
- Collaborate with the Sales RVPs on each opportunity and partner together in the preparation for sales finals and technology demonstrations, focused primarily on the mid-market space.
- Identify and secure the designated presentation team based on the needs assessment of the prospect, with specific emphasis on key issues, special needs and customized delivery of materials and services.
- Conduct internal meetings with the presentation team, product managers, and internal support groups (Pricing, RFP, system analysts, etc.) to focus necessary resources on the opportunity, including engagement of client management and new business services.
- Participate in due diligence site visit meetings to introduce digital participant and plan sponsor tools.
- Participate in sales final presentations with prospective prospects or advisors to present digital participant and plan sponsor tools.
- Conduct post finals follow-up with Sales RVPs and the presenters to identify current and future team selling needs.
- Collaborate with the Director to understand competitive data to learn product set, available services, and uniqueness based on the market size.
- Manage related sales projects.
- Create comprehensive sales finals presentations and material customized for each client.
Qualifications
- Bachelor’s degree in a business field or equivalent experience
- Five years of experience in the retirement services industry
- FINRA Series 6 or 7, and Series 63 or 66 (or obtain within nine months, including SIE if applicable)
- Experience creating presentations and marketing materials
- Knowledge of 401(k), 401(b), pooled plans, nonqualified, and defined benefit plans
- Knowledge of competitor products and services
- Excellent presentation, communication, and interpersonal skills to work effectively with a variety of people at all levels within and outside the company
- Proficient using MS Office (Word, Excel, PowerPoint, Outlook) and CRM software
Preferred Qualifications
- Experience with Salesforce.com
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The Salary for this position generally ranges between $81,000-$105,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
#IND123
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation 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)
* As of December 31, 2022
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation
Transamerica’s Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
Apply
Job Profile
Work from Home Work From Home, USA
Benefits/PerksCareer balance Comprehensive benefits package Diverse workforce Positive environment Work From Home
Tasks- Collaborate with sales teams
- Conduct presentations
- Follow up on sales needs
- Manage sales projects
- Support sales implementation
Annuities Client Management Coaching Communication CRM CRM Software Delivery Digital Tools Discretion Employee Benefits Excel Finance Financial Services FINRA Series 6 Insurance Insurance policies Interpersonal Investment solutions Life Insurance Market Analysis Marketing MS Office Mutual funds Needs Assessment Operations PowerPoint Presentation Project Management Retirement plans Retirement Solutions Sales Salesforce Salesforce.com Sales Support Technology Training Word
Experience5 years
EducationBusiness Business Field Equivalent Equivalent experience Finance Marketing
CertificationsFINRA Series 6 Series 6 Series 63
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9