Pooled Plan Sales Support Assistant

Job Family

Sales Support / Operations

Job Description Summary

Provide administrative support to the special markets team to ensure timely generation and delivery of proposals. Prepare and submit onboarding documents to the transition services team, generate reports, and handle associated recordkeeping.

Job Description

Responsibilities

• Monitor the Request for Proposal (RFP) mailbox to ensure requests are fulfilled by the team within service level guidelines.
• Collect, review, and store post-sale documents and initiate follow up to obtain outstanding data.
• Submit post-sale/onboarding documents to Transition Services after obtaining required information.
• Submit required documents for new business to Transition Services.
• Produce and distribute reports, including pipeline report, weekly plan status report, custom weekly status report by RVP, special markets month end report, Transamerica Agency Network fee schedule addendums, RFP tracking reports, etc.
• Maintain contact information in various systems for financial advisors.
• Update opportunity status in Salesforce system as plans are submitted to Transition Services.
• Participate in special projects as needed.

Qualifications

• High school education or equivalent
• One year of clerical experience, preferably in an office environment
• Strong administrative skills and attention to detail to review and document incoming and outgoing proposal information
• Excellent communication and interpersonal skills to interact with internal and external contacts
• Strong organizational skills to track a high volume of plans in various stages
• Ability to work in a fast-paced, deadline driven environment
• Proficiency using MS Office tools (Outlook, Word, Excel)
• Willingness to complete ASPPA Retirement Plan Fundamentals course

Preferred Qualifications

• Knowledge of the financial services/retirement industry
• Knowledge of Salesforce.com

Working Conditions

• Remote (Field/Travel) Environment

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

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

• 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

 

Inclusion & Diversity  

  

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. 

  

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, 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. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. 

   

Giving Back  

  

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.     

  

Transamerica’s Parent Company  

 

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has  grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. 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.   

* As of December 31, 2023