Business Productivity Consultant - Toronto, Canada - TransAmerica

TransAmerica

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Family

Sales Support / Operations

Who We Are

Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients' accounts.

We're in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today.

We help people prepare by providing solutions that consider the whole picture.

What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).

Job Description Summary

Promote the education and awareness of home office tools and resources available to World Financial Group (WFG) agents, associates and their support staff.

Identify opportunities for agents and associates to improve business practices that lead to increased sales through a scalable and compliant business model.

Work closely with sales leadership, field supervision, field leadership, and service/operational teams within WFG to create a world class agent experience.

Job Description:

Responsibilities:

Visit agents and associates primarily in person and secondarily virtually to drive increased usage of WFG's Access Platforms and other tools, resources, and services provided by the Home Office.
Act as the Home Office liaison to the field force for information/assistance requested at point of sale.
Conduct training and development programs to deliver topics integral to deliverables of the Productivity team and organization.
Assist in developing content for delivery to field force.
Lead oneonone and group meeting with agents/associates in person and via web meetings.
Maintain strong working relationship with product providers.
Attend meetings/conferences pertinent to the field force, such as WFG Convention, Tiger School, Producer Academies, etc., as well as training and sales meetings.
Stay current on media, marketing, and technology used by WFG and Transamerica Financial Advisors (TFA).
Manage territory rotation within travel/expense budgets, and fulfill weekly reporting requirements.
Use knowledge of written supervisory procedures (WSPs) to observe practices; refer to WFG and TFA field supervision teams when appropriate.

Qualifications:

Bachelor's degree in a business field or equivalent experience
Three years of experience in the financial services industry
Bilingual; English/French (oral and written)
Solid understanding of the insurance/securities industry and agency operations
Outstanding written/oral communication and presentation skills
Strong organizational and relationshipbuilding skills
Proactive and independent thinker to manage time and resources
Technical aptitude to learn and train others on WFG platforms
Proficiency using Salesforce or similar contact management system, and MS Office

Preferred Qualifications

Mutual fund license
Life insurance license

Working Conditions

Office environment
Extensive travel to meet with agents and associates

Working Environment:
Employees will be assigned to one of the following work location designations:

_ In office employees_ will perform all of their work at a Company office location.

- _ Hybrid employees_ will need to work at a Company office location at times and a remote work location (typically their home) at times.
- _ Commuting Remote employees_ will need to report to a Company office location at times, but will perform their work primarily remotely.
- _ Non-commuting Remote employees_ will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.

What You Receive:
A Comprehensive
_Wealth + Health_ package.

It's our passion to empower people, and especially our employees, to add years to their lives and more life to their years.

That means a healthy account balance and a healthy body to match. As you'll come to discover, Wealth + Health is a central part of everything we do

Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship

Health and Work/Life Balance Benefits;
_Be Well_ Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gift