Internal Wholesaler - Mutual Funds; Denver

Position: Internal Wholesaler - Mutual Funds (Denver)
# Internal Wholesaler - Mutual Funds (Denver)
Denver, COFull-Time# Internal Wholesaler - Mutual Funds (Denver)
Denver, COFull-Time Feb 28, 2026

Accounting
** Job Family
** Internal Sales At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of 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.
** Who We Are
** We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
** What We Do
** Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.  For more information, visit .
** Job Description Summary
** Responsible for driving sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds, annuities, and insurance products. This is accomplished by developing new business leads and cultivating existing relationships, demonstrating excellent problem solving skills to promote the sale of Transamerica Investment products.
** Job Description
**** Responsibilities
* ** Establish and maintain ongoing relationship with Regional Vice Presidents (RVP) with a common goal of increasing company's share of mutual funds, annuity, and insurance marketplace as well as visibility of Transamerica's products and dedicated sales support and service through proactive calling (45 outbound phone calls or 55 total calls, both inbound and outbound).
* Daily contact with RVP (i.e. territory coverage, relationship building in accordance with business plan and/or sales goals.)
* Document all proactive activity and pertinent issues in the CRM system i.e. appointments, thank you calls, monthly call campaigns and Sales opportunities etc.
* Participate actively in the development and successful execution of the territory business plan.
* Productively work together with other home office departments , the Regional Vice Presidents, Division Vice President's, Relationship Manager's and Internal Relationship Mangers to effectively service the selling relationships.
* Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective, adding value to the products, service and sales support delivered.
* Keep the Sales Desk Manager appraised of any concerns for meeting set goals, need for clarifying duties and any training development needs that will result in greater performance and personal growth.
** Qualifications
* ** BS or BA degree required or equivalent industry experience.
* Currently holds Series 7/6 Securities License (Series 63 if applicable) or obtain within 6 months of hire.
* Intermediate level personal computer skills including electronic mail, work processing, spreadsheet, graphics, etc
** Preferred Qualifications
*** Minimum of 1-3 years of experience in the financial services industry
** Working Conditions
*** Hybrid Office Environment
* Occasional Travel