Advisor Support Team Lead

About the role

The ASC Team Lead role is designed to enhance the efficiency, consistency, and scalability of the Advisor Support Team (AST) by providing on-team leadership that supports daily execution, training, and operational coordination. This individual will serve as a strategic partner to the ASC Manager, working collaboratively to drive execution, strengthen team performance, and ensure consistent delivery of key priorities. Position Summary As AST responsibilities continue to expand, this role provides centralized oversight of workflows, strengthens service consistency, and ensures ownership of team initiatives and development efforts. The ASC Team Lead introduces structure and accountability to support a more efficient and scalable operating model.

Responsibilities

• Operational Oversight: Ensure timely, accurate, and high-quality handling of advisor inquiries and internal requests
• Training & Development: Lead onboarding and ongoing training (Salesforce and internal tools); coach team members to improve efficiency and reduce AHT
• Project Leadership: Drive execution of key projects, initiatives, and process improvements
• Team Coordination: Align team priorities, manage coverage, and maintain internal resources
• Leadership Support: Act as a backup to the ASC Manager; support hiring, onboarding, and development
• Qualifications & Experience
• 3+ years of ASC, client service, or related operational experience
• Strong performance record with service quality and accuracy
• Experience mentoring or training peers preferred
• Strong communication, organization, and problem-solving skills
• Ability to manage workflows and drive execution
• Proficiency in Salesforce and advisor support tools
• Licensing
• Series 7 license strongly preferred (or willingness to obtain)
• Series 63 license strongly preferred (or willingness to obtain)
• Expected Impact
• Improved service consistency and faster response times
• Increased efficiency and reduced handle time
• Faster onboarding and stronger system proficiency
• Enhanced execution of initiatives
• More structured and scalable team model
• Strategic Value
• This role strengthens AST's operating model by introducing dedicated leadership within the team without adding an additional management layer. It serves as a bridge between individual contributor and leadership, creating a path for future advancement

Benefits

Additional Information

Sales Support Analyst - 87PR6E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.

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