Sales Desk Consultant - TFA

Job Family Sales Support / Operations About Us   At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of 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.   Who We Are   We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .    Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.   We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.   What We Do   Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.   Transamerica employs nearly 7 ,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com .    Job Description Summary Educate and empower Transamerica Financial Advisors (TFA) financial professionals with tools and resources that increase productivity and help clients with their wealth management business. Serve as a technical knowledge resource on World Financial Group platforms, products, and processes. Job Description Responsibilities Provide product, platform, and services information to TFA financial professionals in response to inquiries via inbound phone calls, email, video, chat, etc. Promote key TFA products and platforms designed to help serve client needs. Identify opportunities to increase TFA production and work closely with the home office and field leadership to implement training and sales support resources. Act as an expert coach on formation/positioning assistance requested at point-of-sale. Lead one-on-one and group meetings to develop and foster positive relationships, and ensure high quality, profitable business results. Maintain close working relationships with product providers to leverage their resources. Provide training and troubleshooting during the sales process (e.g., licensing, new business submissions, sales concepts, etc.) Drive increased sales growth from new financial professionals through on-going sales support and encouragement. Provide orientation and training on TFA products, systems, websites and other sales tools. Provide financial professionals and advisors with up-to-date product enhancements and sales knowledge. Recommend and initiate improvements to processes and procedures. Qualifications Senior level experience in the financial services industry (typically five to eight years) Strong knowledge of the insurance and securities industry, including products and services FINRA Series 6 or 7 FINRA Series 65 or 66 Excellent communication, presentation, and relationship-building/relationship-management skills Excellent organizational and time management skills Preferred Qualifications Bachelor's degree in a business field Experience supporting registered representatives and investment adviser representatives Working Conditions Remote Environment Moderate Travel 10 to 25% Travel to meet with field agents and attend company and industry events The Salary for this position generally ranges between $73,000-$90,000 annually.  Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including  qualifications, experience, geography, work location designation (in-office, hybrid, remote) 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 of 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.  Disclaimer: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer—not through text or email 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 to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer    For eligible employees, we offer a