Sales Desk Coordinator - Licensing & Partner Support

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

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportun

Job summary

Transamerica is seeking a Sales Desk Assistant to support internal sales and external partners. The role provides full licensing support (SIE, Series 6, 63, and Life Insurance) and is structured for growth into client-facing and consultative responsibilities.

You will learn the retirement solutions landscape while contributing to advisor outcomes from day one. The position offers hybrid work, license training, and a company-wide emphasis on development.

Qualifications

• High school diploma or GED.
• SIE, FINRA 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

Organizational skills

Time management

Microsoft Office

Collaboration

Education

High school diploma or GED

Tools

Salesforce

Job description

Transamerica is seeking a Sales Desk Assistant to support internal sales and external partners. The role provides full licensing support (SIE, Series 6, 63, and Life Insurance) and is structured for growth into client-facing and consultative responsibilities.

You will learn the retirement solutions landscape while contributing to advisor outcomes from day one. The position offers hybrid work, license training, and a company-wide emphasis on development.