Supervisor, Advice Center Sales Support

Transamerica•Cedar Rapids, IA

4d•Onsite

About The Position

Supervise daily and weekly activities for a team of registered representatives that support financial advisors or life insurance agents. Partner with management to provide leadership, motivation, training and development of workforce.

Requirements

Bachelor's degree in a business field or equivalent training/experience
Five years of financial services industry and/or customer service experience
FINRA Series 6 license, or obtain within six months of hire (for retirement business); Life license within 90 days of hire (for life business)
Good knowledge of financial products or three years in customer service supervision
Problem-solving, analytical and decision-making skills
Excellent written/verbal communication skills
Strong customer service, interpersonal, and listening skills to assist staff and internal/external customers to the highest level
Ability to handle multiple responsibilities under pressure
Ability to grasp technical/complex concepts and convey to staff and internal/external customers.
Proficient using MS Office

Nice To Haves

Team lead/supervisory experience

Responsibilities

In collaboration with management, set team objectives and ensure goals are met.
Manage daily operations; set priorities and coordinate work activities with other supervisors.
Responsible for one or more functions or processes, with accountability to meet company objectives.
Assist team with escalated issues
Foster a productive partnership with TAC Sales Management and help build relationships between Sales and Sales Support teams.
Define, monitor, and coach to performance metrics.
Evaluate staff performance of team and complete appraisals.
Coach to performance metrics and counsel team members individually and together toward improved performance.
Continuously search for ways to improve effectiveness, efficiency and “value added” for internal and external customers.
Ensure compliance with company policies.
Ensure quality and compliance by reviewing calls for the team.

Benefits

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
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