Job type full-time
Full job description
At edward jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutionsTo ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team`s ability to build deep relationships with clientsHeadquarters associates in stLouis and tempe provide support and expertise to help u.sAnd canada branch teams deliver an ideal client experienceEdward jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investorsThe team leader in insurance service will lead a team of customer service associates who provide insurance, licensing and continuing education support to the firm`s branch teamsThe tl will also work with stakeholders to improve the branch teams` and clients` insurance experience while coaching and developing associates to ensure accuracy, completeness and efficiencyEducation/certification
Bachelor`s degree or equivalent experience required.
Hold a valid life and health license
Must obtain series 7 and sie within 12 months of hire.
3+ years` management experience in financial services industry or 2+ years financial services experience along with 3+ years of non-industry specific leadership experience or successful completion of leadership development course required5+ years of relevant experience preferredA diverse background across numerous areas of the division, firm, and/or industry is a plusExperience in more than one service area preferred, or equivalent breadth and depth of service knowledge, with demonstrated proficiency of increasingly complex responsibilities.
Coach and develop associates
Industry knowledge on specific products, services, processes, rules, regulations and/or automation.
Strong analytical skills and ability to understand process and procedures.
Ability to adapt to and drive/support change
Ability to understand impact of department`s work on service to the client, other processes and ensure impact is considered in decisions.
Good understanding of major functions in the service division and in divisions supportedStrong customer service(including service recovery skills), organizational and time management skills are a must.
Must develop strong knowledge of the current team to lead the associates
For the 19th year, edward jones was named one of the “100 best companies to work for®” by fortune magazine in its annual listingThe firm ranked no5 overallThese 19 fortune rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive no1 rankings in 2002 and 2003.
From fortune magazine, february 15, 2018 © 2018 time incUsed under licenseFortune and time incAre not affiliated with and do not endorse products or services of edward jonesEdward jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable lawPer firm/division recommendations