About the role
Company Description Transamerica is a financial services company focused on helping people plan for longer, more flexible lives, beyond the traditional path of learning, working, and retiring. The organization partners with financial professionals, brokers, agents, advisors, and employers to support clients and employees in pursuing financial freedom at every stage of life. Transamerica provides investment and insurance solutions that empower individuals to live the life they want, with a strong emphasis on guidance and education. Securities are distributed by Transamerica Capital, Inc., and the company maintains clear social media guidelines to support transparent and responsible communication.
Role Description This full-time Salesperson role at Transamerica is a hybrid position based in Sherwood Park, AB, with a mix of on-site work and some work-from-home flexibility. The Salesperson is responsible for identifying prospective clients, presenting suitable financial products and services, and following up consistently to build and maintain long-term relationships. Daily tasks include conducting needs-based consultations, explaining product features and benefits, preparing proposals, and supporting clients through the application and onboarding process. The role also involves collaborating with internal teams, staying current on company offerings and industry trends, and meeting or exceeding sales targets while upholding regulatory and ethical standards.
Qualifications
- Demonstrated sales and client relationship skills, including prospecting, consultative selling, and closing.
- Strong communication and interpersonal abilities to explain financial concepts clearly and build trust with diverse clients.
- Organizational and time-management skills to handle multiple client accounts, follow-ups, and documentation efficiently.
- Comfort with using digital tools and CRM systems for client tracking, reporting, and remote communication.
- Knowledge of financial services or insurance products is preferred; willingness to learn and stay informed about industry developments.
- Ability to work effectively in a hybrid environment, collaborating in person and remotely with team members and clients.
- Relevant licenses or certifications (or eligibility to obtain them) as required for selling financial and investment products in Alberta.
- High level of integrity, professionalism, and commitment to regulatory compliance and ethical sales practices.
- Post-secondary education in business, finance, marketing, or a related field is an asset but not required.
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