Sales-Intern-(Summer-2022)

Job Description

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 each area of the business: 401K, Life Insurance, Variable Annuities, Mutual Funds, and Retirement. Responsibilities include providing aid in fulfillment of marketing materials, trinkets, sales supplies, mailing campaigns, etc.; support pre/post-sale business resolution and follow-up with wholesaling team; assist in pre-sale licensing, agent appointment approvals, and with National Association of Insurance Commissioners (NAIC) suitability training; facilitate divisional/channel sales and activity reporting; maintain salesforce accounts to preserve accuracy and functionality; maintain accountability for supplies and replacement of inventory; assist internal wholesalers in creating and sharing presentations; provide concierge-level service to partner firm's advisers by collecting information, completing sales related paperwork, and assisting with order entry processes; assist internal and external wholesalers event scheduling campaigns and as required. Responsibilities:

• Aids 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.
• Assists Internal & External Wholesalers with Event Scheduling campaigns

Qualifications:

• Currently pursuing a bachelor’s degree in finance, marketing or sales, or another 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)