Supervisor, Advice Center Sales Support

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.

• 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.

• 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.

• Team lead/supervisory experience.

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

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.

• 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.