Agent Sales Support

2 weeks 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

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