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

  • Collaborate with home office departments, Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads, and Internal Relationship Managers to support Transamerica financial partners.
  • Assist with fulfillment of marketing materials, promotional items, sales supplies, and mailing campaigns.
  • Provide pre-sale and post-sale business resolution and follow-up in partnership with the wholesaling team.
  • Support pre-sale licensing, agent appointment approvals, and National Association of Insurance Commissioners (NAIC) suitability training.
  • Facilitate timely divisional and channel sales and activity reporting.
  • Maintain accurate and up-to-date information in Salesforce to ensure system functionality and data integrity.
  • Monitor sales supply inventory and proactively coordinate timely replacement of materials.
  • Assist with creating, assembling, and shipping presentation materials, hypotheticals, and illustrations to representatives.
  • Provide concierge service by collecting required information and completing sales applications, paperwork, and order entry for approved partner firm advisors.

Qualifications

  • High school diploma or general educational development (GED)
  • SIE, FINRA Series 6 & 63 securities licenses or obtained within 18 months of hire date
  • Life insurance license or obtained within 18 months of hire date
  • Strong organizational and time management skills
  • Ability to work collaboratively and contribute to team and organizational goals
  • Proficient in Microsoft Outlook, Word, and Excel

Preferred Qualifications

  • Experience in the financial services industry
  • Experience using customer relationship management tools, including Salesforce

Working Conditions

  • Hybrid Office Environment

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 $24.00 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 a 6% Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

Disclaimer:

  • We will never request personal information such as ID or payment for equipment upfront.
  • Official offers are sent via DocuSign following a verbal offer—not through text or email

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.