Job Family

Internal Sales

About 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.

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

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; and to 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.

Job Description

Responsibilities

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.

Qualifications

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

Working Conditions

Remote or hybrid office/remote environment
Ideal hours- 9-5 PST
Occasional travel to attend business meetings, training, or events. May include evenings and weekends.
Valid driver’s license and vehicle required

**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 $55,000-$60,000 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.

This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.

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.

Worried about not having every single qualification listed? It’s okay. If it’s a role you’re interested in, we encourage you to apply. Employees who enjoy their jobs are one of our favorite things.

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

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.

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 23.9 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.

* As of December 31, 2023