Senior Sales Implementation Specialist

Transamerica

. Support implementation of the strategic team selling program .

Posted 10/5/2026full-timeRemote • United StatesSenior💰 $85,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in the retirement services industry, with a strong focus on creating customized sales presentations and collaborating with cross-functional teams. Proficient in utilizing CRM software and MS Office tools to support strategic team selling initiatives.

Highest-signal resume keywords

Retirement Services Industry ExperiencePresentation Creation and Marketing MaterialsFINRA Series 6 or 7, Series 63 or 66Salesforce.com ProficiencyKnowledge of 401(k) and Defined Benefit Plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Final PresentationsClient-Customized Sales MaterialsMarket AnalysisCompetitive Product KnowledgeProspect Needs Assessment

Soft Skills

Excellent Communication SkillsInterpersonal SkillsCollaboration SkillsPresentation Skills

Tools & Technologies

MS OfficeCRM SoftwareSalesforce.com

Certifications & Qualifications

FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66

Industry Keywords

401(k)401(b)Pooled PlansNonqualified PlansDefined Benefit Plans

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Support implementation of the strategic team selling program
Collaborate with Sales Regional Vice Presidents on opportunities and prepare for sales finals and technology demonstrations, primarily in the mid-market space
Identify and secure presentation teams based on prospect needs assessments
Conduct internal meetings with presentation teams, product managers, Pricing, RFP, system analysts, client management, and new business services
Participate in due diligence site visit meetings to introduce digital participant and plan sponsor tools
Participate in sales final presentations with prospective clients or advisors
Conduct post-finals follow-up to identify current and future team-selling needs
Collaborate with the Director to understand competitive data, product sets, available services, and market-size distinctions
Manage related sales projects
Create comprehensive, client-customized sales final presentations and materials

Requirements

What you’ll need

Bachelor’s degree in a business field or equivalent experience
Five years of experience in the retirement services industry
FINRA Series 6 or 7, and Series 63 or 66, or obtain within nine months, including SIE if applicable
Experience creating presentations and marketing materials
Knowledge of 401(k), 401(b), pooled plans, nonqualified, and defined benefit plans
Knowledge of competitor products and services
Excellent presentation, communication, and interpersonal skills
Proficient using MS Office (Word, Excel, PowerPoint, Outlook) and CRM software
Experience with Salesforce.com preferred
Moderate travel of 50%

Benefits

Comp & perks

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
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