Transamerica

Sales Support Consultant - Remote

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Transamerica helps people make the wealth and health connection, emphasizing the impact of today's actions on future finances. They provide financial services, insurance, investments, and retirement solutions.

Job Description

Sales Support Consultant

Posted: Thursday, 5/15/2025

Description

As a Sales Support Consultant at Transamerica, you will play a crucial role in assisting our sales team while ensuring excellent customer experience. Your typical day will involve managing accounts, building relationships, and communicating with clients over the phone to provide support and guidance regarding our financial services and insurance products. You will utilize your expertise in the industry to address client needs promptly and effectively, helping to drive sales success and foster long-term loyalty.

Requirements

  • Bachelor’s degree or equivalent experience
  • 3+ years of experience in insurance or financial services sales support
  • Strong account management abilities and exceptional relationship-building skills
  • Excellent phone communication skills
  • In-depth knowledge of insurance products and industry best practices

Nice to Have

  • Life & Health license
  • Relevant industry certifications (e.g., CLU, CFP)

Benefits

  • Competitive salary ranging from $45,000 to $55,000
  • Comprehensive health care and dental coverage
  • Disability insurance options
  • 401k retirement plan
  • Generous paid time off policy
  • Tuition reimbursement for continued education
  • Paid parental leave and adoption assistance
  • Holistic wellness program and Be Well coaching

About Transamerica

Transamerica is dedicated to helping individuals make the wealth and health connection, emphasizing how today's actions influence future finances. With a robust offering of financial services, insurance, investments, and retirement solutions, we strive to empower our clients on their financial journey while upholding our values of integrity, innovation, and community engagement.

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