Sales Desk Assistant - Annuities
About the job
- High school education or GED equivalent.
- Willingness to obtain SIE, Series 6, and Series 63 securities licenses within six months of hire.
- Willingness to obtain a resident-state Life Insurance License within six months of hire.
- Being resourceful and well organized.
- Participating in proactive team efforts to achieve departmental and company goals.
- Work productively as part of a team with Cedar Rapids home office departments, internal and external wholesalers, divisional vice presidents, channel heads, and internal relationship managers to service and support Transamerica financial partners.
- Assist with fulfillment of marketing materials, promotional items, sales supplies, and mailing campaigns.
- Provide pre-sale and post-sale business resolution and follow-up with the wholesaling team.
- Provide pre-sale licensing, agent appointment approvals, and National Association of Insurance Commissioners suitability training.
- Facilitate timely divisional and channel sales and activity reporting.
- Assist internal and external wholesalers with updating and maintaining information in Salesforce to preserve its accuracy and functionality.
- Monitor and organize sales supply inventory and proactively assess timely replacement of materials.
- Assist the internal wholesaler with creating, assembling in presentation format, and shipping hypothetical illustrations to representatives in a timely manner.
- Provide concierge service by collecting information, completing sales applications and paperwork, and assisting with the order-entry process for approved partner-firm advisers.
- Previous experience in the financial services industry.
- Knowledge of computer application software such as Microsoft Office, Outlook, Word, and Excel.
- Bilingual proficiency in Spanish.
About the company
Transamerica helps financial professionals, brokers, agents, advisors, and employers design and deliver financial plans that adapt to longer lifespans. It provides life and retirement solutions distributed through its network (Transamerica Capital, Inc.) to empower clients and employees to pursue their goals at every stage of life. Its products work by using advisor-led planning and tailored financial solutions to cover life events, retirement, and ongoing financial needs across multiple stages. The company differentiates itself by focusing on longevity planning and multi-stage life planning through a broad advisor and employer distribution network, and by offering a suite of products designed to help people take control of their financial future. Its goal is to help people live their best life by providing guidance and products that support financial security as life stages extend.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
Baltimore, Maryland
Founded
1904
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Simplify's Take
What believers are saying
- Aegon reported 1H 2026 Transamerica operating result up 14% in local currency.
- September 3, 2026 Great Lakes partnership expands Transamerica managed account shelf.
- May 4, 2026 TSIA Income added protected lifetime income and Performance Lock+.
What critics are saying
- April 9, 2026 fewer than 25 Iowa layoffs followed a retirement operations redesign.
- Aegon's August 2026 class action settlement over universal life bonuses remains unfinalized.
- Aegon's redomicile and capital reallocation can deprioritize Transamerica if remittances falter.
What makes Transamerica unique
- Transamerica serves 10 million Americans with retirement, life, and annuity products.
- September 3, 2026 leadership changes target pooled plans, IRA, and stable value growth.
- June 2, 2026 IncomeSelect links T. Rowe Price, TIAA, and Transamerica Trust.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Company Match
Pension Plan
Employee Stock Purchase Plan
Tuition Reimbursement
Paid Vacation
Paid Sick Leave
Paid Holidays
Parental Leave
Adoption Assistance
Employee Assistance Program
Wellness Program
Flexible Work Hours
Paid Time Off
Employee Discounts
Career Training & Development Opportunities
Employee Matching Gifts Program
Referral Bonus Programs
Inclusion and Diversity Programs
Employee Resource Groups
Growth & Insights and Company News
6 month growth
3%1 year growth
3%2 year growth
3%Transamerica celebrates 25 years in pooled plans, builds on a legacy of expanding retirement access. Oct 05, 2026, 09:01 ET A quarter century after entering the pooled plan market, Transamerica is turning strong momentum into new opportunities to help employers and retirement savers BALTIMORE, Oct. 5, 2026 /PRNewswire/ - Transamerica is marking 25 years of helping employers expand access to workplace retirement benefits through pooled plan solutions, a milestone that underscores the company's longstanding commitment to creating more opportunities for Americans to prepare for their future amid evolving retirement needs. As pooled plan solutions become a popular and important option for employers seeking to offer retirement benefits, Transamerica is increasing its investment in the people, resources and capabilities that support its pooled plan business, strengthening the specialized support available to advisors, employers and distribution partners. The company's 25 years of experience in pooled plans builds on a broader retirement business that has served employers and retirement plan participants for decades. "Over the past 25 years, we've learned that the best pooled plan solutions are built around the needs of employers and the challenges they face," said Darren Zino, Head of Retirement Distribution at Transamerica. "In that time, we've built the resources, support and insights needed to help employers navigate the complexities of offering retirement benefits with confidence. We're carrying our experience forward through innovation and new ways to support employers as they navigate retirement plan complexity, making it easier for more employers to offer workplace retirement benefits and helping more Americans save for the future." Experience Built to Meet Employers' Needs Workplace retirement plans remain one of the most important ways Americans save for the future, yet many employers continue to face administrative, fiduciary and operational barriers to offering them. According to the U.S. Bureau of Labor Statistics, 41% of private-sector employees at businesses with fewer than 100 employees lack access to retirement benefits.[1] Pooled retirement plans can help address that gap by reducing many of the complexities associated with providing a workplace retirement plan. For 25 years, Transamerica has enhanced its pooled retirement capabilities by listening to employers and their participants, collaborating across the retirement ecosystem and investing in solutions that respond to changing needs. Its offerings have expanded from Multiple Employer Plans (MEPs), Group Plan Solution(SM)(GPS) and Retirement Plan Exchange(R) structures to Pooled Employer Plans (PEPs) introduced under the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, which helped reshape the pooled plan market following years of advocacy by Transamerica and industry peers. Transamerica's pooled plan capabilities are supported by dedicated professionals across client engagement, fiduciary services, legal, marketing, operations, product, recordkeeping, and sales. The company also works with third-party administrators, advisors, fiduciaries and other retirement industry partners to understand the needs of employers and other stakeholders. This experience and collaboration are reflected in the growth of Transamerica's pooled plan business. In PLANSPONSOR's 2026 Recordkeeping Survey, Transamerica ranked No. 1 in PEP adopting employers for the second consecutive year and was among the industry's leading recordkeepers across multiple pooled plan measures, including the most MEP and PEP contracts serviced and the most MEP participants serviced. The survey also showed that Transamerica achieved the highest year-over-year growth rates in pooled plan assets and participants.[2] Over the past five years, Transamerica's pooled plan assets have grown nearly 61%, from $21.3 billion in 2021 to $34.2 billion in 2025, while the number of adopting employers has increased nearly 40%. Building on Pooled Plan Momentum To support the growing demand for pooled plans, Transamerica is deepening the integration of pooled plan solutions across its broader retirement business, connecting expertise across product, distribution, operations and client support to better serve employers and retirement plan partners. Under the leadership of Stanley Kim, Director and Pooled Plan Practice Leader at Transamerica, these efforts build on the company's existing capabilities and 25 years of experience in the market. "Pooled plans can help simplify many of the challenges that come with offering a retirement plan, making them an important option for employers looking to provide retirement benefits," said Kim. "As demand for these solutions continues to grow, we're working alongside advisors, TPAs and other retirement plan partners to strengthen the support available to employers and expand access to retirement savings for more workers." Employer demand underscores the opportunity ahead. According to 2026 research from the nonprofit Transamerica Institute, nearly half (48%) of employers that do not currently sponsor a standalone retirement plan say they would consider joining a PEP, MEP or defined contribution group as an alternative.[3] To help broaden understanding of pooled plan solutions among employers and advisors, Transamerica is also highlighting these offerings through a new advertising campaign focused on the role pooled plans can play in expanding access to workplace retirement benefits. Additional information about Transamerica's pooled plan offerings is available on its pooled plans webpage. As retirement needs evolve, Transamerica is combining its 25 years of pooled plan experience with new insights and innovation to help more employers offer workplace retirement benefits and expand access to retirement savings for more Americans. [1] Employee Benefits in the United States, U.S. Bureau of Labor Statistics, September 2025 [2] 2026 Recordkeeping Survey, PLANSPONSOR, July 2026 [3] Employers, Workers, and the New World of Work, Transamerica Institute, May 2026. Transamerica Institute is a nonprofit, private operating foundation. About Transamerica Transamerica believes everyone deserves the opportunity to live their best life. It's what inspires us to be a champion for helping everyday Americans thrive. As a leading provider of life insurance, retirement, and investment solutions for more than 10 million Americans, we help people make the most of what's important to them. Supporting our customers' financial futures with innovative products and services has been our mission for more than 120 years. In 2025, Transamerica fulfilled its promises to customers, paying more than $52.6 billion in insurance, retirement, and annuity claims and benefits, including return of customer-paid annuity premiums. Transamerica is part of the Aegon group of companies. Aegon is an international financial services holding company. SOURCE Transamerica
Cedar Valley Habitat begins work on new Cedar Rapids home with $35,000 grant. by Kara Worthington Mon, September 14, 2026 at 11:19 AM Cedar Valley Habitat begins work on new Cedar Rapids home with $35,000 grant (FILE). CEDAR RAPIDS, Iowa - Cedar Valley Habitat for Humanity is beginning construction on a new Cedar Rapids home with help from a $35,000 grant from the Transamerica Foundation. Transamerica employees will volunteer Sept. 23 to build wall panels for the home, which will be constructed at 1222 20th Ave. SW. The home is being built for Hailey, a Cedar Rapids mother of two. Habitat says she partnered with the organization after experiencing housing instability and concerns about her current living situation. As part of the Habitat program, Hailey is completing sweat equity hours and learning skills to help maintain the home. The project will also serve as a training site for Cedar Valley Habitat's Students Building Community internship program. During the 2026-27 school year, local high school students will spend time at the construction site learning skills including carpentry and construction while gaining exposure to careers in the skilled trades. SPONSORED CONTENT MORE TO EXPLORE
Transamerica strengthens Retirement Distribution leadership for next phase of growth. Sep 03, 2026, 17:16 ET Longtime Transamerica leader Danny Kling and industry veteran Kevin Murphy bring deep retirement expertise to key leadership roles BALTIMORE, Sept. 3, 2026 /PRNewswire/ - Transamerica announced two strategic additions to its Retirement Distribution leadership team today as the company continues to build on strong momentum and invest in its next phase of growth. The appointments enhance the company's ability to meet the evolving needs of employers, advisors and retirement savers through industry-leading expertise and client-focused solutions. Kevin Murphy has joined Transamerica as National Sales Manager for the Large Market, and Danny Kling has been promoted to National Sales Manager for Mid Market. Both leaders will report to Darren Zino, Head of Retirement Distribution. These leadership appointments come as Transamerica continues to expand its retirement business, which supports more than $253 billion in retirement plan assets. Strong sales growth, particularly in pooled plans, along with increasing demand for IRA and stable value products, underscores the company's commitment to helping employers and individuals achieve better retirement outcomes through innovative solutions and industry-leading service. "Transamerica is building on significant momentum," said Darren Zino. "We're seeing strong growth across our retirement business, and we're investing in the people who can help us keep raising the bar. Danny and Kevin are accomplished leaders with deep industry experience, and their appointments reflect our commitment to investing in the talent and leadership needed to support clients and drive our business forward. We're confident their perspectives and contributions will help us meet the needs of clients today while expanding access to retirement solutions for more Americans." Murphy joins with more than 20 years of financial services experience spanning workplace retirement distribution, institutional sales, strategic accounts and enterprise growth. Prior to joining Transamerica, he held senior leadership roles at Broadridge, Franklin Templeton and other firms. In his new role, he will lead Large Market Distribution and help advance growth strategies, strategic partnerships and market expansion efforts. Kling brings extensive experience driving sales growth and advisor engagement across Transamerica's retirement business. Most recently serving as Divisional Sales Manager, he has built a reputation for developing talent, coaching high-performing teams and delivering strong results for clients and partners. In his new role, Kling succeeds Brian Walker, who will retire October 1 following a distinguished career and many years of leadership within Transamerica's retirement business. About Transamerica Transamerica believes everyone deserves the opportunity to live their best life. It's what inspires us to be a champion for helping everyday Americans thrive. As a leading provider of life insurance, retirement, and investment solutions for more than 10 million Americans, we help people make the most of what's important to them. Supporting our customers' financial futures with innovative products and services has been our mission for more than 120 years. In 2025, Transamerica fulfilled its promises to customers, paying more than $52.6 billion in insurance, retirement, and annuity claims and benefits, including return of customer-paid annuity premiums. Transamerica is part of the Aegon group of companies. Aegon is an international financial services holding company. SOURCE Transamerica
Transamerica, Great Lakes Advisors expand partnership to managed accounts. Advisors in Transamerica's network will now have access to Great Lakes Advisors' Large Cap Value UMA and SMA strategy. Elaine Misonzhnik, Senior Editor, Investments, Wealth Management September 3, 2026 Transamerica Asset Management has expanded its existing relationship with Great Lakes Advisors, a subsidiary of Wintrust Financial Corp., by soliciting the company's Large Cap Value UMA and SMA strategy. The expanded partnership will allow Transamerica to broaden the selection of managed account products for advisors, while Great Lakes Advisors will increase its access to intermediary channels by leveraging Transamerica's distribution scale and advisor relationships. Great Lakes Advisors' Large Cap Value strategy is available in a managed account through LPL Financial, Charles Schwab, Morgan Stanley and Envestnet, among other platforms. Advisors are increasingly relying on managed accounts to construct portfolios for wealthier clients. According to research from Cerulli Associates, assets in SMAs, UMAs and related accounts are growing at a double-digit rate annually and are projected to reach $31.8 trillion by 2028. As a result, there has been a proliferation of new SMAs and UMAs in recent months, with Fidelity, Citi Wealth, Vestmark and Envestnet, among others, either launching new or expanding existing SMA and UMA capabilities. "We believe large cap value remains an important component of a diversified equity portfolio, and by offering advisors multiple ways to access the strategy, we are making it easier for them to implement investment solutions that meet the evolving needs of their clients," said Marijn Smit, CEO of Transamerica Asset Management, in a statement. According to a statement from Tom Kiley, CEO of Great Lakes Advisors, "In an environment where equity allocations have grown increasingly concentrated, we believe disciplined large cap value exposure is an essential diversifier for advisors and their clients. Partnering with a firm of Transamerica's reach and quality allows us to deliver that discipline to far more investors, and we're excited to keep deepening the relationship between our two organizations." Senior Editor, Investments, Wealth Management Elaine Misonzhnik is Senior Editor, Investments at Wealth Management, focusing on alternative investments. She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines. Prior to her current role, she was the Executive Editor at Wealth Management Real Estate, which covered the intersection of commercial real estate and institutional investment.
How the Transamerica Netchex integration works. The Netchex integration with Transamerica uses open API and webhook technology to enable a two-way data exchange between the two platforms. 401(k) enrollment, contribution changes, eligibility tracking, and loan management sync automatically, which eliminates manual retirement plan data transfers and helps employers keep payroll deductions accurate and timely. * 401(k) enrollment and contribution elections flow between Netchex and Transamerica without manual re-entry. * Eligibility tracking stays consistent across both systems as employees become eligible for the plan. * Loan management and payroll deductions sync automatically, helping employers maintain compliance with retirement plan regulations. Why Netchex is the best payroll and HR solution for companies that use Transamerica. Companies already working with Transamerica don't need to choose between a strong retirement plan provider and a strong payroll and HR platform. The Transamerica Netchex integration means your team gets accurate, automatic data sync instead of juggling spreadsheets or re-keying contribution changes every pay period. Beyond the integration itself, Netchex is built to be the strongest payroll and HR partner for companies like yours. Netchex is ranked #1 on G2 for service, with a 98% customer satisfaction score and 90% of support calls answered by a real, US-based person in under a minute. That's the difference between a vendor that just connects to Transamerica and a partner that actually backs up the connection. That combination of dependable technology and unmatched service is why the average Netchex customer stays for 10 or more years, and why companies running Transamerica retirement plans choose Netchex as their payroll and HR system of record. Frequently asked questions. Ready to see how Netchex works with Transamerica? See how Netchex syncs your Transamerica retirement plan data automatically, in a live walkthrough with its team. This page reflects publicly available information about Transamerica as of 2026. Integration availability may vary by plan. Contact Netchex for current details. Disclaimer: Any product roadmap or future plans provided herein are for informational purposes only. They do not represent a commitment to deliver any material, code, feature, or functionality. Plans may change without notification. The development, release and timing of any features or functionality described remain at the sole discretion of Netchex, its affiliates, and partners. Netchex does not give legal, tax, or accounting advice. You are responsible for ensuring your use of Netchex product meets your individual business and compliance requirements. Netchex'll send you a nice letter once per week.