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Supervisor, Advice Center Sales Support

Transamerica

Cedar Rapids, Iowa | Denver, US$70k – $85khybrid

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About this role

Job Family Customer Service About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7 ,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com . 

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 workforce. Job Description 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. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

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.

Disclaimer: Beware of fake job offers! We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: • We will never request personal information such as ID or payment for equipment upfront.

• Official offers are sent via DocuSign following a verbal offer—not through text or email.

What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits • Competitive Pay

• Bonus for Eligible Employees

Benefits Package • Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Develop