Retirement Sales Desk Intern - Wholesaling (Summer 2024)

Job Family

Administrative Services

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; 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 learn about supporting Transamerica financial partners and clients in the Retirement Plan division.

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

• Comput