Sales Desk Consultant

Transamerica

Educate and empower Transamerica Financial Advisors (TFA) financial professionals and enhance their productivity and wealth management. Provide tools, training, and support for effective client engagement.

Posted 7/1/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $73,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Educate and empower Transamerica Financial Advisors (TFA) financial professionals with tools and resources that increase productivity and help clients with their wealth management business.
Provide product, platform, and services information to TFA financial professionals in response to inquiries via inbound phone calls, email, video, chat, etc.
Promote key TFA products and platforms designed to help serve client needs.
Identify opportunities to increase TFA production and work closely with the home office and field leadership to implement training and sales support resources.
Act as an expert coach on formation/positioning assistance requested at point-of-sale.
Lead one-on-one and group meetings to develop and foster positive relationships, and ensure high quality, profitable business results.
Maintain close working relationships with product providers to leverage their resources.
Provide training and troubleshooting during the sales process (e.g., licensing, new business submissions, sales concepts, etc.)
Drive increased sales growth from new financial professionals through on-going sales support and encouragement.
Provide orientation and training on TFA products, systems, websites and other sales tools.
Provide financial professionals and advisors with up-to-date product enhancements and sales knowledge.
Recommend and initiate improvements to processes and procedures.

Requirements

What you’ll need

Senior level experience in the financial services industry (typically five to eight years)
Strong knowledge of the insurance and securities industry, including products and services
FINRA Series 6 or 7
FINRA Series 65 or 66
Excellent communication, presentation, and relationship-building/relationship-management skills
Excellent organizational and time management skills
Bachelor's degree in a business field (preferred)
Experience supporting registered representatives and investment adviser representatives (preferred)

Benefits

Comp & perks

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid 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 Dollars
Parental 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 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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Product KnowledgeSales SupportTraining DevelopmentProcess ImprovementWealth ManagementSales ConceptsNew Business SubmissionsLicensing KnowledgeClient Needs AssessmentProduct Enhancements

Soft Skills

Excellent Communication SkillsPresentation SkillsRelationship-Building SkillsOrganizational SkillsTime Management Skills

Certifications

FINRA Series 6FINRA Series 7FINRA Series 65FINRA Series 66