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Concierge / Sales Desk Assistant (Denver)

Transamerica
Transamerica Salary
Denver, CO Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 6/8/2025

Job Family

Internal Sales

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. 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.

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.

Who We Are

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

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. 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.

Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

  • For more information, visit transamerica.com .

Job Description Summary

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

Job Description

Responsibilities

  • As part of a team, works productively together with 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

  • Hybrid 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 $23.23. 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.

    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.

    What We Offer

    For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

    Compensation Benefits

    Competitive Pay

    Bonus for Eligible Employees

    Benefits Package

    Pension Plan

    401k Match

    Employee Stock Purchase Plan

    Tuition Reimbursement

    Disability Insurance

    Medical Insurance

    Dental Insurance

    Vision Insurance

    Employee Discounts

    Career Training & Development Opportunities

    Health and Work / Life Balance Benefits

    Paid Time Off starting at 160 hours annually for employees in their first year of service.

    Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

    Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

    Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

    Adoption Assistance

    Employee Assistance Program

    College Coach Program

    Back-Up Care Program

    PTO for Volunteer Hours

    Employee Matching Gifts Program

    Employee Resource Groups

    Inclusion and Diversity Programs

    Employee Recognition Program

    Referral Bonus Programs

    Inclusion & Diversity

    We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

    To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

    Giving Back

    We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

    Transamerica's Parent Company

    Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.

  • It offers investment, protection, and retirement solutions, always with a clear purpose : Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
  • As of December 31, 2023
  • PDN-9e5f4109-c68e-451d-afe9-14c18d5e5ae8

    Salary : $23

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