Sales Desk Assistant - Mutual Funds

Transamerica•Denver, CO

1d•Hybrid

About The Position

Start your career with Transamerica in a role designed to open doors. As a Sales Desk Assistant, you’ll gain hands-on experience supporting our internal sales team and external partners while learning the fundamentals of workplace retirement solutions. We provide full licensing support for SIE, Series 6, Series 63, and Life Insurance, giving you the credentials and confidence to grow. From the start, you’ll contribute to meaningful outcomes for advisors and their clients while working alongside professionals who invest in your development. This position is structured for progression, preparing you to step into client-facing responsibilities and, as you advance, into consultative roles where you’ll lead relationships and shape strategy.

Requirements

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.

Nice To Haves

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

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.

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