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

2. 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?

3. 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?

4. 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

5. 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

6. Structure

7. Sales Support Model

8. Internal Sales Associates
Based in Cedar
Directors of First Impressions
Objective of position:
Satisfy the Advisors immediate need or question
Connect Advisors with their local representatives

9. Internal Sales Consultants
Based in TRS Hub
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

10. 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

11. Sales Systems

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

13. 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

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

15. Some Ideas
What Else?