Sales Desk Associate – Group Retirement Plans

The Role
As a Sales Desk Associate (SDA), you will partner with the distribution team and be responsible for supporting sales of Transamerica solutions. You will assist the sales teams in developing new business opportunities while fostering existing relationships through phone and web-based sales and service engagements.

Your experience as a Sales Desk Associate will pave your path to promotion opportunities and a successful career in sales! As part of the team you will learn about the solutions we offer and we will sponsor you to get both your insurance and securities licenses. Once you have learned our wholesaling model and are fully licensed, opportunities for advancement will present themselves.

Core Responsibilities

• Strong ability to establish and maintain ongoing relationships with the distribution team with a common goal of increasing company’s share of mutual funds, annuity, retirement and insurance solutions
• Deliver dedicated sales support and service through proactive engagement
• Document activity by utilizing Transamerica’s systems (i.e. appointments, sales calls, monthly call campaigns and sales opportunities etc.)
• Productively work together and collaborate with other home office departments
• Demonstrate excellent listening skills to better assess a representative’s needs and determine the type of sales support necessary to accomplish the objective and add value to the products

• Assist in fulfillment of marketing and sales materials
• Provide Pre-sale licensing, agent appointment approvals, NAIC Suitability training, business resolution and follow-up with wholesaling team
• Assist the distribution team in the research and fulfillment of investor illustrations and RFP’s
• Provide Concierge Service, collecting information and completing sales applications/paperwork and/or assisting with order entry process for approved partner firm’s advisers
• Proactively seek and engage in opportunities tailored for your professional development
• Other duties as assigned

Critical Attributes

At Transamerica, we have identified the following critical attributes as keys to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

What You Need:

• High School education or GED equivalent required; Bachelor’s degree or higher preferred
• Ability to obtain Series 6 and 63 Securities Licenses within 12 months of hire
• Ability to obtain resident state Life Insurance License within 18 months of hire
• Intermediate level computer skills, proficient in Microsoft Office Suite etc.
• Strong work ethic and communication skills with an appetite to learn Transamerica’s wholesale model and place in the industry
• 1-2 years of sales experience preferred

Working Conditions

Normal office environment

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **

Compensation:

The estimated hourly rate for this position is $19.56. The amount may fluctuate based on potential employee qualifications, occupational needs and other considerations permitted by law. The amount may vary above or below this figure, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is eligible for a discretionary quarterly performance bonus targeted at $1,000 per quarter. This position is also typically eligible for an annual bonus based on the Company Bonus Plan. This annual bonus is based upon individual performance & company objectives and is targeted at 6% of base compensation.

What You Receive:

A Comprehensive Wealth + Health package.  It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years.  That means a healthy account balance and a healthy body to match.  As you’ll come to discover, Wealth + Health is a central part of everything we do!

Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship

Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program

Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.

Preferred Qualifications

Previous experience in financial services industry preferred. Computer application software knowledge preferred (e.g. Microsoft Office, Outlook, Word, Excel).

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

Company information

Equal Opportunity Employer:

Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. If you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs, please contact: applicantsupport@transamerica.com.

Technical Assistance:

If you experience technical problems during the application process, please email applicantsupport@transamerica.com.