Sales Desk Assistant (Mutual Funds, Annuities or Life)

Internal Sales Position

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

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 :

Preferred Qualifications :

Working Conditions :

Compensation :

The Salary for this position is $23.23 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 an Annual Bonus based on the Company Bonus Plan / Individual Performance and is at the Company's discretion.

This position is also currently eligible for sales and / or performance incentives. Specifics will be reflected in individual incentive plan documents.

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 :

Benefits Package :

Health and Work / Life Balance Benefits :

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 a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.