Service Team Lead

The Direct Business Team Lead is responsible for the daily operations of the Direct Business Operations team, ensuring service levels are met, workflows are managed efficiently, and team members receive coaching and support necessary to succeed.

Requirements

• 7+ years of experience in financial services operations
• FINRA Series 6 & 63
• Demonstrated leadership ability, with experience mentoring or coaching team members
• Strong knowledge of direct business carriers, account setup, and distribution/maintenance processes
• Excellent organizational and time management skills
• Proficient in Salesforce or similar workflow management tools
• Effective communicator with the ability to manage priorities across multiple offices and stakeholders

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company