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.ResponsibilitiesAs 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 partnersProvides assistance in fulfillment of marketing materials, trinkets, sales supplies, mailing campaigns, etcProvides Pre/Post-Sale business resolution and follow-up with wholesaling teamProvides Pre-sale licensing, agent appointment approvals, NAIC Suitability trainingFacilitates timely divisional/channel sales and activity reportingAssists Internal and External Wholesalers with updating and maintaining the information in Salesforce to preserve its accuracy and functionalityMonitors and organizes sales supply inventory and proactively assesses timely replacement of materialsAssists Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to reps in a timely mannerProvides Concierge Service, collecting information and completing sales applications/paperwork and/or assisting with order entry process for approved partner firm's advisersSkillsHigh School education or GED equivalent requiredWilling to obtain SIE, Series 7/63 Securities Licenses within 6 months hireResourceful and well organizedParticipate in proactive team efforts to achieve departmental and company goalsPrevious experience in financial services industry preferredComputer application software knowledge preferred (e.g. Microsoft Office, Outlook, Word, Excel)BenefitsPension Plan401k MatchEmployee Stock Purchase PlanTuition ReimbursementDisability InsuranceMedical InsuranceDental InsuranceVision InsuranceEmployee DiscountsCareer Training & Development OpportunitiesPaid 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 DollarsParental 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 AssistanceEmployee Assistance ProgramBack-Up Care ProgramPTO for Volunteer HoursEmployee Matching Gifts ProgramEmployee Resource GroupsInclusion and Diversity ProgramsEmployee Recognition ProgramReferral Bonus ProgramsCompany OverviewTransamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon. It was founded in 1904, and is headquartered in Cedar Rapids, Iowa, USA, with a workforce of 5001-10000 employees. Its website is http://www.transamerica.com.



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