团队负责人
Team Leader
AFS正在招聘客户关系团队的团队负责人。该职位的重点是管理一个专业人员团队以实现公司目标。团队负责人负责培训、设定目标、为初级员工创造积极的工作环境，并对团队成员进行绩效评估。团队负责人通常会对制定政策有发言权，并被期望倡导AFS文化和目标。团队负责人主要根据其团队的成功情况进行评估。对于此职位，候选人必须至少有十年的行业经验，五年以上的管理经验。
工作职责：
- 管理6-8名员工组成的团队，其中包括高级客户经理、客户经理和助理客户经理。管理工作包括确保分配给团队的客户满意度，管理团队以满足AFS的绩效指标，为团队成员提供培训和反馈，并完成薪资和绩效评估
- 必须是AFS价值观和政策的倡导者
- 在一年中协助培训员工
- 解决由团队成员升级的至少50%的服务问题
- 了解新的法规和立法，以及对拟议法规和立法保持关注
- 一年中至少协助三个AFS客户/经纪人推广活动，如现场研讨会、网络研讨会或特别的AFS活动
- 协助团队成员进行年度客户审查
- 维护约50个客户的案件量
- 为分配给团队的计划提供设计和咨询服务
- 培养分配给团队的现有客户关系
- 与分配给团队的计划的负责人、客户、财务顾问、律师、注册会计师和其他专业人士沟通
任职资格：
- 至少10年的非歧视性测试经验
- 至少5年的管理经验
- 拥有全国性认可机构（ASPPA或NIPA）的资质认证
- 精通ERISA和内部税收法及法规
- 强大的研究和分析能力
- 出色的书面和口头沟通能力
- 熟练使用MS Excel和MS Word
- 优秀的组织和协调能力
- 具备灵活性、适应性和多任务处理能力
- 熟悉Pension Pro者优先
薪酬与福利：
- 基本工资8万美元至12万美元
- 薪资制，非豁免
- 医疗、牙科、残疾和人寿保险
查看英文原文
AFS is hiring a Team Leader for the Client Relations Team. The focus of this position is managing a team of professionals to meet firm goals. The Team Leader is responsible for training, goal setting, creating a positive work environment for junior staff, and performance reviews for the team members. Team leaders typically have input into setting policies and are expected to champion AFS culture and goals. Team leaders are evaluated primarily on the success of their team. For this position, an individual must have a minimum ten years of industry experience and five years of supervisory experience.
Job Responsibilities:
- Manage a team of 6-8 staff members, which will include some combination of Senior Account Managers, Account Managers and Associate Account Managers. Management will include ensuring client satisfaction of the clients assigned to the team, managing the team to meet AFS’s performance metrics, providing training and feedback to team members, and completing salary and performance reviews
- Must be a champion for AFS values and policies
- Assist in training staff members throughout the year
- Resolve a minimum of 50% of service issues escalated by team members
- Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation
- Assist with a minimum of three AFS client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special AFS events
- Assist team members with annual client reviews
- Maintain a caseload of about 50 clients
- Provide design and consulting services to plans assigned to the team
- Cultivate existing client relationships for plans assigned to the team
- Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to the team
Qualifications:
- 10+ years of experience in nondiscrimination testing
- 5+ years of supervisory experience
- Credentials with a nationally recognized organization (ASPPA or NIPA)
- Strong knowledge of ERISA and Internal Revenue Code and Regulations
- Strong research and analytical skills
- Excellent written and verbal communication skills
- Proficiency in MS Excel and MS Word
- Superior organizational and coordination skills
- Flexibility, adaptability, and ability to multi-task
- Knowledge of Pension Pro is a plus
Compensation and Benefits:
- Base Salary $80,000-$120,000
- Salaried, exempt
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
Work Location/Hours:
- Work from home
- Must work from USA and be authorized to work for any US employer
- We will supply all necessary computer equipment
- You may choose a start time between 7:30 am and 8:30 am
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Originally posted on Himalayas