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Now Hiring - Aegon - Concierge/Sales Desk Assistant in Denver, CO
Concierge/Sales Desk Assistant in Denver, CO
Aegon
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Insurance
Benefits:
yesCustomer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell
Insurance Carriers
To Whom
Insurance
Location:
Denver, CO
3.6
Full description of the position
Job Family
Internal Sales 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
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 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.
- 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
Normal office environment
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 $21.50. Based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, 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.
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
- Peer Recognition Program (BRAVO)
Inclusion & Diversity
Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.
In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors 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 and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.
Giving Back
Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.
[please apply online] Transamerica’s Parent Company
Aegon
acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century. Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management. 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.Aegon
Company Size
10000+ Employees
10000+ Employees
Founded
1844
1844
They Sell
Insurance Carriers
Insurance Carriers
To Whom
Insurance
Insurance
Website
www.aegon.com
www.aegon.com
Revenue
$10+ billion (USD)
$10+ billion (USD)
Aegon
is currently hiring for
1
sales
position
Aegon has openings in:
CO
The average salary at Aegon is:
1 Yes (amount not posted)
Aegon
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Aegon
Aegon
is currently hiring for
1
sales
position
Aegon has openings in:
CO
The average salary at Aegon is:
1 Yes (amount not posted)