Internal Wholesaler – Asset Management

Transamerica

. Drive sales by proactively and reactively marketing Transamerica as a provider of mutual funds, annuities, and insurance products .

Posted 9/29/2026full-timeRemote • United StatesMid-LevelSenior💰 $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales support and relationship management within the financial services industry, leveraging strong communication skills to drive business growth and maintain client engagement. Proficient in utilizing CRM systems for documentation and tracking of sales activities.

Highest-signal resume keywords

FINRA Series 7FINRA Series 63Sales SupportRelationship ManagementBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales StrategyCRM DocumentationOutbound CallingBusiness PlanningMarket Analysis

Soft Skills

CommunicationCollaborationProactive Problem Solving

Tools & Technologies

CRM SystemPersonal ComputerSpreadsheet Software

Certifications & Qualifications

BS or BA DegreeFINRA Series 7FINRA Series 63

Industry Keywords

Financial ServicesMutual FundsAnnuitiesInsurance ProductsMarket Share

About the role

Key responsibilities & impact

Drive sales by proactively and reactively marketing Transamerica as a provider of mutual funds, annuities, and insurance products
Develop new business leads and cultivate existing relationships
Establish and maintain relationships with Regional Vice Presidents to increase market share and product visibility
Provide dedicated sales support and service through proactive calling
Maintain daily contact with Regional Vice Presidents regarding territory coverage, relationship building, business plans, and sales goals
Document proactive activity and pertinent issues in the CRM system
Participate in developing and executing the territory business plan
Collaborate with home office departments, Regional Vice Presidents, Division Vice Presidents, Relationship Managers, and Internal Relationship Managers
Assess representatives’ needs and determine appropriate sales support
Keep the Sales Desk Manager informed about goal attainment concerns, role clarification, and training needs

Requirements

What you’ll need

BS or BA degree required or equivalent industry experience
FINRA Series 7
FINRA Series 63
Intermediate level personal computer skills including electronic mail, work processing, spreadsheet, graphics, etc.
Minimum of 1-3 years of experience in the financial services industry (preferred)
Ability to make 45 outbound phone calls or 55 total calls, both inbound and outbound
Ability to work in an office environment

Benefits

Comp & perks

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service
Adoption Assistance
Employee Assistance 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
Occasional travel under 10%
Occasional overnight travel