Team Lead, Financial Services 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

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.