Sales Desk Intern (Summer 2024)

Job Family

Administrative Services

Who We Are

 

Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).

Job Description Summary

Internships are short-term work experiences for a designated period of time that allow college students the opportunity to observe and participate in the professional work environment, to explore how his/her interests relate to possible careers, and to gain practical experience in an industry relating to their field of study.

Job Description

Learning directly from Sales leaders, interns will service and support Transamerica financial partners and clients in these areas of the business: 401K, Life Insurance, Variable Annuities, Mutual Funds, and/or Retirement.

Responsibilities:

• Aids in fulfillment of marketing materials, trinkets, sales supplies, mailing campaigns, etc

• Provides Pre/Post-Sale business resolution and follow-up with the wholesaling team

• Provides Pre-sale licensing, agent appointment approvals, and 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, completing sales applications/paperwork, and/or assisting with order entry process for approved partner firm's advisers

• Assists Internal and External Wholesalers with Event Scheduling campaigns

Qualifications:

• Currently pursuing a bachelor’s degree in finance, marketing or sales, or other additional majors focusing on financial markets/sales; at an accredited college or university. Internships are not available for students who have completed their college education or who will graduate prior to the conclusion of the internship

• Resourceful and well organized. Participate in proactive team efforts to achieve departmental and company goals

• Must have good written and oral communication skills

• Must be able to work effectively in a team environment

• Must be well organized and be able to prioritize tasks effectively

• Must be willing to work from our office in downtown Denver, Colorado

Preferred Qualifications:

• Desire to explore a career in the financial services industry

• Interested in pursuing a sales career path

• Computer application software knowledge (e.g. Microsoft Office, Outlook, Word, Excel)

Working Environment/Program Dates:

• Hybrid work environment; report to Denver, CO office twice a week

• Candidates must be able to work ~40 hours/week during the 12 week internship program (mid-May to mid-August)

Rewards & Compensation:

In addition to gaining exposure to the financial services and insurance industry, students gain access to intern-exclusive events and networking opportunities throughout the summer while receiving competitive compensation.
 

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 hourly wage for this position is $19 per hour.  This range is an estimate, based on potential qualifications and operational needs. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts