Superstructure: Internal Sales Support Jolene Verlich Vice President, Strategic Sales Initiatives

Topics for Conversation Current: Support Where do we provide support How do we provide support Value Why do we do it Next Evolution: How can we support and add value to your organization?

Next Evolution What groups within my organization would benefit from partnering with TRS Sales Support? What are ways that this group can help my organization / my department grow our business?

Areas of Support Knowledge Sales Activity TRS Products and Services Industry News and Trends Partner Management Sales Activity Prospecting Appointments Licensing Proposals Sales Follow Up

Areas of Support Technology Training and Communication CRM Package – Pivotal Data Integrity Automated performance reporting Training and Communication Simple and concise messages Organized – everything you need to know in one place National Sales Call National Meetings

Structure

Sales Support Model

Internal Sales Associates Based in Cedar Rapids @ 888-401-5826 Directors of First Impressions Objective of position: Satisfy the Advisors immediate need or question Connect Advisors with their local representatives

Internal Sales Consultants Based in TRS Hub Offices @ 866-419-4346 Paired with Regional Vice Presidents (RVPs) Objective of position: Extension of the RVP in terms of product and industry knowledge Internal coordination of all elements required in managing a territory Create additional opportunity for sales

Proposal Specialists 7 members of the team, managed by Doug Mandel Based in Cedar Rapids Objective of position: Accurate and timely delivery of TRS Proposal within 2 business days

Sales Systems

Internal Sales Support Core objectives: Make working with and for Transamerica an easy experience Make working with and for Transamerica a rewarding experience

A Rewarding Experience Striving for MORE: More educational opportunities for your Advisors More sales ideas for your Advisors More prospects for your Advisors to look at More prospects for Advisors / RVPs to meet with More new proposals being generated More sales in the door

Some Ideas Internal to Internal Partnering Branch Trainings Training Coaching Supporting Leveraging Branch Trainings Approved curriculum Scheduling

Some Ideas What Else?