TransAmerica Technology Services
Sales Desk Assistant - Annuities
Denver, Colorado
Sponsorship not specifiedDetected 14 days ago
SalesforceSalesExcelAuditingResearchCommunicationMentoringMicrosoft OfficeInternal Audit
About the role
- 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.
- Our insurance, retirement, and investment solutions help people make the most of what's important to them.
Responsibilities
- 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.
Requirements
- High School education or GED equivalent required.
- Willing to obtain SIE, Series 6/63 Securities Licenses within 6 months hire.
- Willing to obtain resident state Life Insurance License within 6 months hire.
- Resourceful and well organized.
- Participate in proactive team efforts to achieve departmental and company goals.
Nice to have
- Previous experience in financial services industry preferred.
- Computer application software knowledge preferred (e.g. Microsoft Office, Outlook, Word, Excel).
- Bilingual in Spanish
- Working Conditions
- 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.
- This range is an estimate, based on potential qualifications and operational needs.
- This position is also currently eligible for sales and/or performance incentives.
- This job description is not a contract of employment nor for any specific job responsibilities.
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.
- The Salary for this position is $23.23 per hour.
- 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.
- Specifics will be reflected in individual incentive plan documents.
- Compensation Benefits
Benefits
- For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
- Compensation Benefits
- Bonus for Eligible Employees
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
Company info
- 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
- At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward.
- Transamerica is organized into three distinct businesses.
- 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.
- 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.
- 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.
Equal opportunity
- 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.
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