Pooled Plan Sales Support Assistant

Transamerica•Cedar Rapids, IA

2d•Remote

About The Position

Provide administrative support to the special markets team to ensure timely generation and delivery of proposals. Prepare and submit onboarding documents to the transition services team, generate reports, and handle associated recordkeeping.

Requirements

High school education or equivalent
One year of clerical experience, preferably in an office environment
Strong administrative skills and attention to detail to review and document incoming and outgoing proposal information
Excellent communication and interpersonal skills to interact with internal and external contacts
Strong organizational skills to track a high volume of plans in various stages
Ability to work in a fast-paced, deadline driven environment
Proficiency using MS Office tools (Outlook, Word, Excel)
Willingness to complete ASPPA Retirement Plan Fundamentals course

Nice To Haves

Knowledge of the financial services/retirement industry
Knowledge of Salesforce.com

Responsibilities

Monitor the Request for Proposal (RFP) mailbox to ensure requests are fulfilled by the team within service level guidelines.
Collect, review, and store post-sale documents and initiate follow up to obtain outstanding data.
Submit post-sale/onboarding documents to Transition Services after obtaining required information.
Submit required documents for new business to Transition Services.
Produce and distribute reports, including pipeline report, weekly plan status report, custom weekly status report by RVP, special markets month end report, Transamerica Agency Network fee schedule addendums, RFP tracking reports, etc.
Maintain contact information in various systems for financial advisors.
Update opportunity status in Salesforce system as plans are submitted to Transition Services.
Participate in special projects as needed.

Benefits

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
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