Sales Desk Associate
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.
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
Normal office environment
Compensation
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The pay for this position is $21.64/hr. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.