Sales Desk Assistant - Annuities

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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 and embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Internal Sales

Provide support for all internal and external sales efforts on all Transamerica product lines.

• Work 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.
• Provide assistance in fulfillment of marketing materials, trinkets, sales supplies, mailing campaigns, etc.
• Provide Pre/Post-Sale business resolution and follow-up with wholesaling team.
• Provide Pre-sale licensing, agent appointment approvals, NAIC Suitability training.
• Facilitate timely divisional/channel sales and activity reporting.
• Assist Internal and External Wholesalers with updating and maintaining the information in Salesforce to preserve its accuracy and functionality.
• Monitor and organize sales supply inventory and proactively assess timely replacement of materials.
• Assist Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to reps in a timely manner.
• Provide Concierge Service, collecting information and completing sales applications/paperwork and/or assisting with order entry process for approved partner firm's advisers.

• 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.

• Previous experience in financial services industry preferred. Computer application software knowledge preferred (e.g. Microsoft Office, Outlook, Word, Excel).

• Hybrid/Office Environment in Denver (3 days a week).

• The Salary for this position is $23.23 per hour. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
• This position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
• This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

• 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
• 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

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This…