Sales Desk Associate - Retirement

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

Job Family

Internal Sales

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

Start your career with Transamerica in a role designed to open doors. As a Sales Desk Assistant, you’ll gain hands-on experience supporting our internal sales team and external partners while learning the fundamentals of workplace retirement solutions. We provide full licensing support for SIE, Series 6, Series 63, and Life Insurance, giving you the credentials and confidence to grow. From the start, you’ll contribute to meaningful outcomes for advisors and their clients while working alongside professionals who invest in your development. This position is structured for progression, preparing you to step into client-facing responsibilities and, as you advance, into consultative roles where you’ll lead relationships and shape strategy.

Job Description

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.

Qualifications

• High school diploma or general educational development (GED)
• SIE, FINRA Series 6 & 63 securities 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

Preferred Qualifications

• Experience in the financial services industry
• Experience using customer relationship management tools, including Salesforce

Working Conditions

• Hybrid 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 Salary for this position is $24.00 per hour. 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 a 6% Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Disclaimer:

• We will never request personal information such as ID or payment for equipment upfront.
• Official offers are sent via DocuSign following a verbal offer—not through text or email

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 to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• 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

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That’s why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives.

* As of December 31, 2023