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Transamerica · 1 day ago

Sales Desk Assistant (Retirement) (Denver)

Denver, CO

Full-time

Hybrid

New Grad, Entry Level

$23.23/hr - $23.23/hr

Transamerica is a financial services company focused on helping people plan for their best life. The Sales Desk Assistant role involves supporting internal and external sales efforts across various product lines, ensuring effective service and support to financial partners.

Financial ServicesImpact InvestingInsurance

Responsibilities

As part of a team, works productively together with the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the Internal Relationship Managers to effectively service and support Transamerica financial partners

Provides assistance in fulfillment of marketing materials, trinkets, sales supplies, mailing campaigns, etc

Provides Pre/Post-Sale business resolution and follow-up with wholesaling team

Provides Pre-sale licensing, agent appointment approvals, NAIC Suitability training

Facilitates timely divisional/channel sales and activity reporting

Assists Internal and External Wholesalers with updating and maintaining the information in Salesforce to preserve its accuracy and functionality

Monitors and organizes sales supply inventory and proactively assesses timely replacement of materials

Assists Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to reps in a timely manner

Provides Concierge Service, collecting information and completing sales applications/paperwork and/or assisting with order entry process for approved partner firm's advisers

Qualification

Series 6/63 LicensesLife Insurance LicenseSalesforceMicrosoft OfficeOrganizational SkillsTeam Collaboration

Required

High School education or GED equivalent required

Willing to obtain Series 6/63 Securities Licenses within 6 months hire

Willing to obtain resident state Life Insurance License within 6 months hire

Resourceful and well organized

Participate in proactive team efforts to achieve departmental and company goals

Preferred

Computer application software knowledge preferred (e.g. Microsoft Office, Outlook, Word, Excel)

Benefits

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportunities

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

College Coach 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

Company

Transamerica

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904