Sales Desk Assistant - Mutual Funds (Denver)
Transamerica is a financial services company that has been helping everyday people for over a century. The Sales Desk Assistant role is designed to support the internal sales team and external partners while learning about workplace retirement solutions, with a focus on progression into client-facing responsibilities.
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
Skills
- High School education or GED equivalent required
- Willing to obtain SIE, Series 7/63 Securities Licenses within 6 months hire
- Resourceful and well organized
- Participate in proactive team efforts to achieve departmental and company goals
- Previous experience in financial services industry preferred
- Computer application software knowledge preferred (e.g. Microsoft Office, Outlook, Word, Excel)
Benefits
- 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
Company Overview