Sales Desk Assistant - Mutual Funds

Start your career with Transamerica in a role designed to open doors. As a Sales Desk Assistant, you’ll 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. From the start, you’ll contribute to meaningful outcomes for advisors and their clients while working alongside professionals who invest in your development.

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.

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

• High School education or GED equivalent required.
• Willing to obtain 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.

Preferred Qualifications

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

Working Conditions

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. It is estimated based on what a successful candidate might be paid in certain Company locations.**

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.

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