Sales Desk Assistant (retirement)

Transamerica Corporation

Denver, United States
Base: $23.23 ph; bonus/equity: annual bonus based ...
On-site
Support internal sales team
Service financial partners
Fulfill marketing materials
Gain hands-on experience supporting our internal sales team and external partners while learning the fundamentals of workplace retirement solutions

Job Summary

  • 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.
  • 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.

Matching Summary

Gain hands-on experience supporting our internal sales team and external partners while learning the fundamentals of workplace retirement solutions.

Salary

Base: $23.23 per hour; Bonus/Equity: Annual Bonus based on Company Bonus Plan/Individual Performance; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Support internal sales team
  • Service financial partners
  • Fulfill marketing materials
  • Business resolution and follow-up
  • Sales application and paperwork completion

Nice-to-have

  • Collaborative team environment
  • Focus on professional development
  • Positive work environment

Key Requirements

  • High School education or GED equivalent
  • Obtain Series 6/63 Licenses within 18 months
  • Obtain Life Insurance License within 18 months
  • Resourceful and well organized

Work Rights

Not specified

Tailored Resume

Cover Letter