Fast Consultant- Wfg Canada

2 months ago

Toronto, Canada Transamerica Full time

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.

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- .

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

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 Canadian 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
- Mutual Fund license

Working Conditions
- Remote or hybrid office/remote environment
- Occasional travel to attend business meetings, training, or events. May include evenings and weekends.
- Valid driver’s license and vehicle required
- This job description is not a contract of employment nor for any speci

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