Sales Desk Assistant — Licensing & Partner Support

Transamerica; Denver (CO); Hybrid; USD 27,000 - 39,000; Full time

Benefits offered by this job

PTO 160 hours

401k Match

Health Insurance

Career Training & Development

Job summary

Transamerica in Denver is hiring a Sales Desk Assistant to support our internal sales team and external partners. You’ll help with licensing processes (SIE, Series 6, 63, and Life Insurance), prepare materials, and ensure smooth pre-sale activities while learning the retirement solutions business.

This role emphasizes organization, collaboration, and proficiency with Microsoft Office and Salesforce. We offer hybrid work, robust benefits, and licensing support to develop toward client-facing

Qualifications

• High school diploma or GED.
• SIE, Series 6 & 63 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.

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.

Skills

SIE license

Series 6

Series 63

Life license

Microsoft Office

Organizational skills

Team collaboration

Salesforce

Education

High school diploma

Tools

Salesforce

Job description

Transamerica in Denver is hiring a Sales Desk Assistant to support our internal sales team and external partners. You’ll help with licensing processes (SIE, Series 6, 63, and Life Insurance), prepare materials, and ensure smooth pre-sale activities while learning the retirement solutions business.

This role emphasizes organization, collaboration, and proficiency with Microsoft Office and Salesforce. We offer hybrid work, robust benefits, and licensing support to develop toward client-facing