Sales Consultant

Job Title:  Sales Consultant

Market Guidelines: Commensurate with knowledge and experience

Division:  Transamerica Capital Management

Location:  Louisville, KY

Department:  Advisors Resources

Posting Date:  April 11, 2008

Reference Number:  2008-6692



Number of Positions:  1 JOB SUMMARY: 

This individual will work within the Advisor Resources (AR) Team being a sales/support contact for all advisor relationships within the fee-only business by providing proactive sales and product support to new and existing advisors and clients.  Responsibilities also include, but are not limited to, cultivating, closing, and managing relationships with advisors to build a long-term profitable partnership.  This role will support the existing block of advisor business to ensure asset retention and continued product sales growth. 

 
DUTIES:

 

1. Place proactive outbound sales calls to new advisors to promote the Advisor Resources products/solutions.

2. Develop and maintain relationships with advisors; traveling as necessary to advisors’ offices. It is expected of the individual to have the ability and commitment to work a professional schedule as required.

3. Assist and support the existing block of advisor business to ensure asset retention and continued product sales growth. 

4. Place proactive calls offering fund updates, marketing ideas, product changes and enhancements. 

5. Serve as a sales/support contact for all inbound sales/support calls. 

6. Place thank you calls following the submission of new applications.

7. Prepare sales and comparative analysis illustrations & manage open issues with downloads for all advisor product lines.

8. Proactively develop, manage, and modify sales approach that will generate sales to meet the departments short and long term objectives. 

9. The role will include utilizing the internet, professional and industry memberships and other resources to monitor industry-related topics, competitors and trends useful for the effective management of the external relationship.  The individual will be readily available to assist with the external partner’s questions/research relating to product performance, marketing/prospecting opportunities and other ad hoc requests for information and overall analysis.  Assist in recommendations for external partners with their needs in mind.  Additionally, the individual will support partner education and implementation of new product lines. 

10. Provide any support as needed for Advisor Resources and projects as assigned. 

11. Ability to enhance professional growth and development through participation in continuing education courses, professional organizations, seminars and workshops, reading current literature and maintaining professional contacts in the community.

 CANDIDATE SKILLS PROFILE:Job Related Qualifications

1. Working knowledge of the financial industry and variable annuities.

2. Strong communication and negotiation skills, both oral and written, at a professional level.

3. Experience with client interaction (i.e. relationship management).

4. Strong organizational skills.

5. Ability to work successfully in a team environment.

 Performance Skills



1. Communication:  Able to clearly present information through the spoken or written word; read and interpret complex information; talk with customers or clients; listen well.

2. Relationship Management: Able to develop rapport with others and recognizes their concerns and feelings; build and maintain long-term associations based on trust; help others.

3. Decision Making and Problem Solving: Able to take action in solving problems while exhibiting judgment and a realistic understanding of issues; able to use reason, even dealing with emotional topics.

4. Conflict Management:  Able to use a win-win approach to resolve controversy; stay objective and fair when dealing with sensitive situations; maintain constructive working relationships despite disagreement.

5. Flexibility:  Able to remain open-minded and change opinions on the basis of new information; perform a wide variety of tasks and change focus quickly as demands change; manage transitions effectively from task to task; adapt to varying customer needs.

ADDITIONAL HELPFUL SKILLS:

 Minimum of two years experience in a sales environmentHigh level of communication skills (written, verbal, and listening abilities)MS Office System KnowledgeProficient knowledge of English grammar and proper business etiquetteUnderstanding of the fee based / fee only business modelTelephone skillsPresentation skillsEffective interpersonal skillsProfessional demeanor and self-directed work ethicAbility to prioritize multiple responsibilities  EDUCATION/TRAINING/ENVIRONMENTAL:

 Bachelor's degree in relevant discipline or equivalent combination of education and experience required.NASD Series 6, 63 or willingness to obtain within 1 year after hire date.Life Insurance License or willingness to obtain within 6 months after hire date.Some overnight travel may be required.

 

 

OTHER INFORMATION:

 

This position is bonus eligible.

This position is considered exempt under the Fair Labor Standards Act.

 

 

 

EQUAL OPPORTUNITY EMPLOYER

 The candidate hired for this position will be an employee of Monumental Life Insurance Company.

 

 

HOW TO APPLY

Log onto www.aegonins.com; click on “eRecruit” at top right corner; choose “eRecruit Applicant Careers;” choose “Additional Search Options;” and type in 6692 under “Job ID.”