Sales Desk Assistant (Denver)

Transamerica • Denver, CO

103d • $23

About The Position

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. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Transamerica is organized into three distinct businesses: World Financial Group, Protection Solutions and Savings & Investments, and Financial Assets. Transamerica employs nearly 7,000 people and is part of Aegon, serving approximately 23.9 million customers worldwide.

Requirements

• High School education or GED equivalent required.
• Willing to obtain Series 6/63 Securities Licenses within 6 months of hire.
• Willing to obtain resident state Life Insurance License within 6 months of hire.
• Resourceful and well organized.
• Participate in proactive team efforts to achieve departmental and company goals.

Nice To Haves

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

Responsibilities

• Provide support for all internal and external sales efforts on all Transamerica product lines.
• Work productively with Cedar Rapids home office departments, Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads, and Internal Relationship Managers.
• Assist in fulfillment of marketing materials, trinkets, sales supplies, mailing campaigns, etc.
• Provide Pre/Post-Sale business resolution and follow-up with wholesaling team.
• Facilitate timely divisional/channel sales and activity reporting.
• Assist Internal and External Wholesalers with updating and maintaining information in Salesforce.
• 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.
• Provide Concierge Service, collecting information and completing sales applications/paperwork.

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Paid Time Off starting at 160 hours annually
• Ten (10) paid holidays per year
• Be Well Company holistic wellness program
• Parental Leave - fifteen (15) days of paid parental leave
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Management of Companies and Enterprises
• Education Level: High school or GED