Supervisor, Advice Center Sales Support

Transamerica; Cedar Rapids (IA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

Pension plan

401(k) match

Stock purchase plan

Tuition reimbursement

Job summary

Transamerica is seeking a supervisor to lead a team of registered representatives supporting financial advisors and life insurance agents. You will partner with management to provide leadership, motivation, and development of the workforce.

The role includes setting team objectives, coordinating daily operations, coaching performance, ensuring policy compliance, and improving service for internal and external customers. Travel is moderate.

Qualifications

• Bachelor's degree in business or equivalent training/experience.
• Five years of financial services and/or customer service supervision.
• Good knowledge of financial products or three years in customer service supervision.
• Problem‑solving, analytical and decision‑making skills.
• Excellent written and verbal communication skills.
• Strong customer service, interpersonal, and listening skills.

Responsibilities

• Supervise daily and weekly activities for a team of registered representatives.
• Collaborate with management to set team objectives and meet goals.
• Manage daily operations; set priorities and coordinate with other supervisors.
• Coach and appraise staff; drive performance improvements.
• Ensure compliance with company policies and quality standards.
• Review calls to ensure quality and compliance.
• Foster partnerships between Sales and Sales Support teams.
• Monitor performance metrics and drive value for customers.

Skills

Problem solving

Analytical skills

Decision making

Written communication

Verbal communication

Customer service

Interpersonal skills

Listening skills

Multitasking

Technical concepts

MS Office

Education

Bachelor's degree in business

Tools

MS Office

Job description

Job Description Summary: 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 the workforce.

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 the team and complete appraisals; coach 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.

Qualifications

• 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 and 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 them to staff and internal/external customers.
• Proficient using MS Office.

Preferred Qualifications

• Team lead/supervisory experience.

Working Conditions

• Office Environment.
• Moderate Travel – 10 % to 25 %.

Compensation

The salary for this position generally ranges between
$70,000 and $85,000 annually. The salary range is a good faith estimate and the actual starting pay is determined by qualifications, experience, geography, work location designation (in‑office, hybrid, remote) and operational needs.

Additionally, this position is typically eligible for an annual bonus based on the company bonus plan/individual performance and is at the company’s discretion.

Benefits

• Competitive pay.
• Annual bonus for eligible employees.
• Pension plan.
• 401(k) match.
• Employee stock purchase plan.
• Tuition reimbursement.
• Disability insurance.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Employee discounts.
• Career training and development opportunities.
• Paid time off – 160 hours annually for first‑year employees.
• Ten paid holidays per year.
• Be Well Company holistic wellness program (wellness coaching and reward dollars).
• Parental leave – 15 days of paid leave per calendar year; eligibility after one year of service.
• 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.

Transamerica is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected characteristic.