Senior Manager, EPS Team

Group 1001 • Zionsville, IN

393d

About The Position

The Elite Partner Solutions (EPS) Sr. Manager position at Group 1001 is responsible for overseeing a dedicated service support team that collaborates with top Independent Marketing Organizations (IMOs), Regional VPs, and Financial Advisors. The primary goal is to enhance the advisor experience, foster loyalty, and drive growth in new business and asset retention for Delaware Life. This role requires leveraging knowledge of products and services in the annuity marketplace to guide service representatives and implement process improvements.

Requirements

• Minimum 4-8 years of prior management experience with a team of customer service and/or financial operations professionals.
• Demonstrated ability to communicate effectively and concisely on complex matters to all levels of management.
• Knowledge of Annuity Products (Fixed, Fixed Index, and Variable) required.
• Requires strong analytical and organizational skills.
• Detail-oriented and capable of managing multiple initiatives at one time.
• Excellent communication skills both verbal and written.
• 8 years of experience in Operations/Financial Services required.
• Demonstrated ability to prioritize and execute on conflicting priorities.
• Strong leadership skills and proven ability to work effectively and collaboratively within a team environment.
• FINRA Series 6 (or 7), 26 (or 24) and 63 required, or ability to obtain Series 26 within six months of hire date.

Responsibilities

• Oversee the day-to-day operations including staff management, workload distribution, organizational strategy, training/onboarding, and troubleshooting.
• Provide guidance and coaching to service team members to assist with resolving complex service matters.
• Assist team members in resolving escalated issues from advisors and internal teams as needed.
• Help team members establish strong working relationships with existing and prospective financial advisors.
• Identify opportunities to increase the advisor experience for increased new product sales.
• Conduct timely and accurate communications with Distribution and Operations team members to inform of and help alleviate advisor issues.
• Provide coaching and mentoring to service team members.
• Work closely with third-party administrators and Delaware Life Operations to identify problems and provide exceptional service to advisors.
• Coordinate ongoing training and development for service team members.
• Establish and coordinate onboarding process for new hires.
• Provide analysis and communicate complex matters and resolutions to senior management across Delaware Life.
• Create staff performance management metrics and monitor results.
• Ensure team's compliance with state and federal regulations, and all company operating procedures.

Benefits

• Comprehensive health, dental, and vision insurance plan options.
• Basic and Supplemental Life Insurance.
• Short and Long-Term Disability.
• Employee Assistance Program and other wellness initiatives.
• 401K plan with matching contributions by the Company.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed