Sales Desk Associate - Retirement

Transamerica•Denver, CO

4d•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 diploma or general educational development (GED)
SIE, FINRA Series 6 & 63 securities licenses or obtained within 18 months of hire date
Life insurance license or obtained within 18 months of hire date
Strong organizational and time management skills
Ability to work collaboratively and contribute to team and organizational goals
Proficient in Microsoft Outlook, Word, and Excel

Nice To Haves

Experience in the financial services industry
Experience using customer relationship management tools, including Salesforce

Responsibilities

Collaborate with home office departments, Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads, and Internal Relationship Managers to support Transamerica financial partners.
Assist with fulfillment of marketing materials, promotional items, sales supplies, and mailing campaigns.
Provide pre-sale and post-sale business resolution and follow-up in partnership with the wholesaling team.
Support pre-sale licensing, agent appointment approvals, and National Association of Insurance Commissioners (NAIC) suitability training.
Facilitate timely divisional and channel sales and activity reporting.
Maintain accurate and up-to-date information in Salesforce to ensure system functionality and data integrity.
Monitor sales supply inventory and proactively coordinate timely replacement of materials.
Assist with creating, assembling, and shipping presentation materials, hypotheticals, and illustrations to representatives.
Provide concierge service by collecting required information and completing sales applications, paperwork, and order entry for approved partner firm advisors.

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
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