Sales Desk Assistant (Retirement)

Transamerica • Denver, Colorado • Posted July 04, 2026

Position Overview

Job Description

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.