Agent Sales Support

3 months ago


Toronto, Canada Transamerica Full time

Job Family

Internal Sales
- Who We Are

Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.
- What We Do
- Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).

Job Description Summary

As part of the World Financial Group (WFG) Sales team, serve as a mentor and 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**:

- Drive increased licensing and sales growth by recruits and agents through on-going support and encouragement.
- Provide training and troubleshooting on contracting and licensing procedures, new business, underwriting procedures, sales concepts, and end-to-end sales processes.
- Provide orientation and training on WFG products, systems, websites, and other digital tools.
- Provide updates regarding WFG supported products and services.
- 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**:

- Bachelor’s degree in a business field or equivalent experience
- Two years of sales or financial services industry experience
- 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
- Ability to quickly adapt in a rapidly changing environment
- Problem-solving and decision-making skills
- Organizational skills to manage time and resources

Preferred Qualifications
- Understanding of WFG agency model, Company departments and functional areas
- LLQP (Life License Qualification Program)
- CIFC (Canadian Investment Funds Course)

Working Conditions
- Office or hybrid office/remote environment

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 EmployeesBenefits Package- Pension Plan-
- 401k Match-
- Employee Stock Purchase Plan-
- Tuition Reimbursement-
- Disability Insurance-
- Medical Insurance-
- Dental Insurance-
- Vision Insurance-
- Employee Discounts-
- Career Training & Development OpportunitiesHealth 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)Inclusion & Diversity

Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.

In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors 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 and


  • Insurance Sales Agent

    4 months ago


    Toronto, Canada Yung Yan - Desjardins Insurance Agent Full time

    **Position Overview**: Full Time, Permanent A successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - Desjardins Insurance Agent Team Member (Sales experience preferred). We seek an energetic professional interested in helping our business grow through...


  • Toronto, Canada The Travel Agent Next Door Full time

    Travel Agent Support The Travel Agent Next Door is a company dedicated to supporting and providing business-building tools to assist our Partner Agents with managing and growing their businesses. Our team is comprised of members from across Canada and India and we are looking to add a dynamic team member to our Toronto Downtown office in our Agent Support...


  • Toronto, Canada Mortgage Agent Full time

    **Are you a motivated and experienced Mortgage Agent looking to take your career to the next level? Join us and become part of a dynamic team dedicated to helping clients achieve their homeownership dreams.** **Qualifications**: - **Active Mortgage Agent License.**: - **Proven track record in mortgage origination.**: - **Strong communication and...


  • Toronto, Canada Mortgage Agent Full time

    **Are you a motivated and experienced Mortgage Agent looking to take your career to the next level? Join us and become part of a dynamic team dedicated to helping clients achieve their homeownership dreams.** **Qualifications**: - **Active Mortgage Agent License.**: - **Proven track record in mortgage origination.**: - **Strong communication and...

  • Sales Representative

    4 months ago


    Toronto, Canada Agent Initiative Full time

    Want To Earn Uncapped Earning Potential As A Remote Sales Rep With Our Team? We’re hiring 2 reps to help us serve more customers at scale. Have you always wanted a sales career without paltry team bonuses, unrealistic milestones and just downright unrealistic expectations?This is for you! Our real estate consultancy specializes in helping real estate...


  • Toronto, Canada Mortgage Agent Full time

    **Are you a motivated and experienced Mortgage Agent looking to take your high income to the next level? Join us for the potential of high income and become part of a dynamic team dedicated to helping clients achieve their home ownership dreams.** **Qualifications**: - **Active Mortgage Agent License.**: - **Proven track record in mortgage...

  • Sales Agent

    4 months ago


    Toronto, Canada Innotex Solutions & Collaborations Inc. Full time

    **Position**: Sales Agent - Textile and Fashion Industry **About Us**: We're an innovative têxtile solutions company in the world of fabrics and fashion, seeking a motivated **Sales Agent** to enhance our North American market presence. **Role Snapshot**: **Your Profile**: - Network established within North America's têxtile/fashion sector. - Event...

  • Sales Agent

    3 months ago


    Toronto, Canada Notso Software Full time

    **Key Responsibilities**: - **Lead Generation**: Identify and research potential clients who could benefit from our software development services. - **Sales Presentations**: Deliver compelling presentations and product demonstrations to highlight the benefits of our solutions. - **Proposal Development**: Collaborate with the development team to create...


  • Toronto, Canada EBlock Corp. Full time

    Overview: The Lead Sales Resolution Agent plays a pivotal role in ensuring customer satisfaction and resolving sales-related issues effectively and efficiently. Leads a team of sales resolution agents, providing guidance, support, and expertise in handling complex customer inquiries, issues, and escalations pertaining to sales...

  • Insurance Agent

    3 weeks ago


    Toronto, Ontario, Canada Annabella Bai - Desjardins Insurance Agent Full time

    Job Summary:We are seeking a highly motivated and customer-oriented Insurance Account Representative to join our team at Annabella Bai - Desjardins Insurance Agent. As an Insurance Account Representative, you will be responsible for selling auto and property insurance products to individual and business clients, meeting agency targets, and providing...

  • Insurance Agent

    3 weeks ago


    Toronto, Ontario, Canada Annabella Bai - Desjardins Insurance Agent Full time

    Job Summary:We are seeking a highly motivated and customer-oriented Insurance Account Representative to join our team at Annabella Bai - Desjardins Insurance Agent. As an Insurance Account Representative, you will be responsible for selling auto and property insurance products to individual and business clients, meeting agency targets, and providing...


  • Toronto, Ontario, Canada Century 21 Leading Edge Full time

    Unlock Your Earning Potential as a Licensed Real Estate Sales AgentWe are seeking a highly motivated and results-driven Licensed Real Estate Sales Agent to join our team at Century 21 Leading Edge in the Toronto Area. As a key member of our team, you will have access to cutting-edge technology tools and a dedicated Inside Sales Department that streamlines...

  • Sales Agent

    3 months ago


    Toronto, Canada The Lavin Agency Ltd Full time

    The Lavin Agency Ltd. represents many of the world’s leading thinkers, writers, and doers for speaking engagements worldwide. We find, support, and collaborate with unique thinkers who strive to make the world a better place. We are hiring a Sales Agent who is passionate, resourceful, and resilient to book our community of keynote speakers for both local,...


  • Toronto, Canada Mike Chronopoulos - Desjardins Insurance Agent Full time

    **Customer Experience Representative - Desjardins Agent Team Member**: Location: Toronto, ON Type: Full Time **Insurance Account Representative - Desjardins Agent Team Member** **Location: Toronto, ON (on the Bloor Subway Line)** Type: Full Time, base salary and bonus $100,000/yr + **A little about us**: Our Office Team of 5 operates in an open office...


  • Toronto, Ontario, Canada Propertyguys Full time

    About the RoleWe are seeking a highly motivated and experienced Real Estate Sales Agent to join our team at Propertyguys. As a sales agent, you will be responsible for assisting sellers in listing their properties on the real estate board's MLS Systems and various real estate advertising websites.Key ResponsibilitiesAssist sellers in getting their properties...


  • Toronto, Ontario, Canada Propertyguys Full time

    About the RoleWe are seeking a highly motivated and experienced Real Estate Sales Agent to join our team at Propertyguys. As a sales agent, you will be responsible for assisting sellers in listing their properties on the real estate board's MLS Systems and various real estate advertising websites.Key ResponsibilitiesAssist sellers in getting their properties...


  • Toronto, Canada Keller Williams Co-Elevation Realty, Brokerage Full time

    We'd love to bring on board an expert Real Estate Sales Agent who will be able to help us make our business successful. You must have an upbeat personality and be able to provide professional advice and counsel to potential buyers. Additionally, you should be comfortable working within a fast-paced and dynamic environment. Do you have what it takes to join...


  • Toronto, Canada Ashish Kalia - Desjardins Insurance Agent Full time

    **Insurance Account Representative** - Desjardins Agent Team Member** Location: 1597 Dupont St, Toronto ( Junction Triangle ) Type: Full Time **Position Overview**: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins independent contractor agent may be the career for...

  • Sales Agent

    4 months ago


    Toronto, Canada Neilson Financial Services Full time

    **Sales Agent** **If you are naturally driven, motivated by making a difference and want to be part of a fun, forward thinking business** **there is a fantastic new career waiting for just you...** Neilson Financial Services is a multi-national Insurance intermediary, specializing in product development and customer experience, making the purchase of...

  • Wine Sales Agent

    4 months ago


    Toronto, Canada Gradwell Wines Full time

    Join our passionate team at Gradwell Wines as a Wine Sales Agent and uncork a world of opportunities! We're seeking a dynamic individual with a love for fine wines and a knack for sales. As a Wine Sales Agent, you'll engage with clients, sharing your expertise on various vintages, cultivating relationships, and driving sales growth. If you possess...