Provide support for all internal and external sales efforts on all Transamerica product lines.

Responsibilities

  • As part of a team, works productively together with 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.

Qualifications

  • 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.

Preferred Qualifications

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

Working Conditions

  • Hybrid office environment

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **

Compensation:

The estimated hourly rate for this position is $23.23. The amount may fluctuate based on potential employee qualifications, occupational needs and other considerations permitted by law. The amount may vary above or below this figure, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is eligible for a discretionary quarterly performance bonus targeted at $1,000 per quarter. This position is also typically eligible for an annual bonus based on the Company Bonus Plan. This annual bonus is based upon individual performance & company objectives and is targeted at 6% of base compensation.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.