Supervisor, Advice Center Sales Support

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.

• 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.

• 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.

• Team lead/supervisory experience.

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

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.

• 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