Supervisor, Advice Center Sales Support

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

Benefits offered by this job

Pension Plan

401(k) Match

Employee Discounts

Tuition Reimbursement

Health insurance

Wellness Program

Paid Time Off 160 hours annually; 10 


Parental Leave – 15 days/year

Employee Assistance Program

Job summary

Transamerica Corporation in Cedar Rapids, IA seeks a leader to supervise a team of registered representatives supporting financial advisors and life insurance agents. You will set objectives, manage daily operations, and coach staff to achieve performance targets.

The role requires 5+ years in financial services or customer service supervision, a business degree, and licenses or timely acquisition. Strong communication, problem-solving, and MS Office proficiency are essential.

Qualifications

• Bachelor's degree in 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.

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.

Skills

Problem-solving

Analytical skills

Decision-making

Written/verbal communication

Customer service

Education

Bachelor's degree in business field or equivalent training/experience

Tools

MS Office

Job description

Overview

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 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.

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/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.

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 - $85,000 annually. 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 & Bonus for Eligible Employees
• Pension Plan, 401(k) Match, Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance; Medical, Dental, Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually; 10 paid holidays per year
• Wellness Program, including Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year (subject to eligibility); 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