Concierge/Sales Desk Associate (Employee Benefits)

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

• 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
• Facilitates timely divisional/channel sales and activity reporting.
• Provides Pre/Post-Sale business resolution and follow-up with wholesaling team.
• Provides Concierge Service, collecting information and completing sales applications/paperwork and/or assisting with order entry process for approved partner firm's advisers.
• 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-sale licensing, agent appointment approvals, NAIC Suitability training.

Qualifications

• Willing to obtain resident state Life Insurance License within 6 months hire.
• High School education or GED equivalent required.
• Resourceful and well organized.
• Willing to obtain Series 6/63 Securities Licenses within 6 months hire.
• Participate in proactive team efforts to achieve departmental and company goals.

Preferred Qualifications

• Experience with Employee Benefit products
• Previous experience in financial services industry preferred.
• Computer application software knowledge preferred (e.g. Microsoft Office, Outlook, Word, Excel).
• Bachelor's degree preferred.

**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 $20.60. 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.
Working Environment:
Employees will be assigned to one of the following work location designations:

• In office employees will perform all of their work at a Company office location.
• Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.
• Hybrid employees will need to work at a Company office location at times and a remote work location (typically their home) at times.
• Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.

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.