Fast Consultant- WFG Canada – Transamerica

Title of the Job: Fast Consultant- WFG Canada

Location: Toronto, ON

Job Description: Job Family Internal SalesAbout UsAt Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit .Who We AreTransamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.What We DoTransamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).Job Description Summary As part of the World Financial Group (WFG) Distribution team, the FAST Consultant is responsible for partnering with field agents and field leadership to drive increased agent recruiting, licensing, and product sales; enhance the agent experience; increase field performance, training, and communication; and to execute on WFG growth strategies. The FAST Consultant is a 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 DescriptionResponsibilities

• Meet annual growth and business targets set for WFG.
• Drive increased recruit-to-license and license-to-sales growth for new recruits and agents through on-going technical support, training, issue resolution, and recognition of field accomplishments.
• Provide training and troubleshooting activities on contracting and licensing procedures, new business, underwriting procedures, sales concepts, and end-to-end sales processes.
• Provide orientation and training on WFG systems, websites, and other digital tools.
• Deliver messaging, updates, incentives, etc. regarding WFG supported products, services, and resources to drive growth and meet retention objectives.
• 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

• Two years of sales/distribution and financial services industry experience
• Understanding of the life insurance industry, securities business, agency operations, and Canadian regulations
• 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
• Attention to detail and the ability to quickly adapt in a rapidly changing environment
• Problem-solving and decision-making skills
• Organizational skills to manage time and resources effectively

Preferred Qualifications

• Bachelor’s degree in a business field
• Bilingual: English/French – Spanish – Punjabi (oral and written) as required in some territories
• Understanding of WFG agency model, Company departments and functional areas
• Life license
• Mutual Fund license

Working Conditions

• Remote or hybrid office/remote environment
• Occasional travel to attend business meetings, training, or events. May include evenings and weekends.
• Valid driver’s license and vehicle required

This job description is not a contract of employment nor for any specific job responsibilities. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.What We OfferFor eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.Compensation BenefitsCompetitive PayBonus for Eligible EmployeesBenefits PackagePension Plan401k MatchEmployee Stock Purchase PlanTuition ReimbursementDisability InsuranceMedical InsuranceDental InsuranceVision InsuranceEmployee DiscountsCareer Training & Development OpportunitiesHealth and Work/Life Balance BenefitsPaid 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 DollarsParental 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 AssistanceEmployee Assistance ProgramCollege Coach ProgramBack-Up Care ProgramPTO for Volunteer HoursEmployee Matching Gifts ProgramEmployee Resource GroupsInclusion and Diversity ProgramsEmployee Recognition ProgramReferral Bonus ProgramsPeer Recognition Program (BRAVO)

• As of December 31, 2022

Inclusion & DiversityWe believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, 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. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.Giving BackWe believe our responsibilities extend beyond our corporate walls. That’s why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.Transamerica’s Parent Companyacquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

Company Name: Transamerica

Salary:

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