Sales Desk Assistant - Mutual Funds (Denver)
Transamerica•Denver, CO
•Hybrid
About The Position
The Sales Desk Assistant supports Transamerica’s internal sales team and external financial partners while learning the fundamentals of workplace retirement solutions. The role provides hands-on experience, licensing support, and development toward client-facing and consultative responsibilities. The assistant works with home-office departments, wholesalers, divisional leaders, channel heads, and internal relationship managers to service and support financial partners.
Requirements
- High school education or GED equivalent.
- Willingness to obtain SIE and Series 7/63 securities licenses within six months of hire.
- Resourceful and well organized.
Nice To Haves
- Previous experience in the financial services industry.
- Knowledge of computer application software, such as Microsoft Office, Outlook, Word, and Excel.
Responsibilities
- Work productively with Cedar Rapids home-office departments, Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads, and Internal Relationship Managers to service and support financial partners.
- Assist with fulfillment of marketing materials, promotional items, sales supplies, and mailing campaigns.
- Provide pre- and post-sale business resolution and follow-up with the wholesaling team.
- Provide pre-sale licensing, agent appointment approvals, and NAIC Suitability training support.
- Facilitate timely divisional and channel sales and activity reporting.
- Help Internal and External Wholesalers update and maintain accurate information in Salesforce.
- Monitor and organize sales-supply inventory and proactively assess when materials need replacement.
- Help Internal Wholesalers create and assemble presentation formats and send hypothetical illustrations to representatives promptly.
- Provide concierge service by collecting information, completing sales applications and paperwork, and/or assisting with order entry for approved partner-firm advisers.
- Participate in proactive team efforts to achieve departmental and company goals.
Benefits
- Competitive pay
- Annual bonus eligibility
- Sales and/or performance incentives
- Pension plan
- 401(k) match
- Employee stock purchase plan
- Tuition reimbursement
- Disability insurance
- Medical insurance
- Dental insurance
- Vision insurance
- Employee discounts
- Career training and development opportunities
- Paid time off starting at 160 hours annually in the first year of service
- Ten paid holidays per year
- Wellness program with wellness coaching and reward dollars
- Paid parental leave for eligible employees
- Adoption assistance
- Employee assistance program
- Back-up care program
- Paid time off for volunteer hours
- Employee matching gifts program
- Employee resource groups
- Inclusion and diversity programs
- Employee recognition program
- Referral bonus programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
