Job Description Summary
At Transamerica we've seen that Wealth + Health are inextricably linked, and that living well tomorrow starts with the habits we form today. That's why we're passionate about inspiring our customers to improve their financial health- and their overall well-being- in order to optimize how prepared they are for the future. The Transamerica Advice Center has a well-established group of professionals designed to support the clients and Advisors of our Retirement Advisory team. We are seeking a customer service focused professional to provide outstanding leadership, motivation, training and development of the sales support team.
Do you have experience in a brokerage or financial related industry? Are you a customer focused individual that has a passion for mentoring and motivating team members? Do you have a Series 6 or 7 license? If so, we want to talk to you!
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.
Evaluate staff performance of team and complete appraisals. Coach 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.
Bachelor's degree in a business related field or equivalent training/experience.
Three years of experience working in an operations environment.
Problem-solving, analytical and decision-making skills.
Written/verbal communication and interpersonal skills.
Ability to handle multiple responsibilities under pressure.
Ability to grasp technical and complex concepts, and convey to staff and internal/external customers.
Proficient using MS Office products.
Team lead or supervisory experience.
Experience in the insurance/financial services industry.
Why Work for Us
Total Rewards at Transamerica: It's more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: email@example.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact firstname.lastname@example.org if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
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Transamerica Life Insurance Company