Sales Supervision Contact Center Coordinator
Location(s): Atlanta, GA / La Vista, NE / Oakdale, MN / Scottsdale, AZ / St. Petersburg, FL
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs and must be willing to work this schedule.
About the role
The Sales Supervision Contact Center Coordinator is a role within the Sales Supervision team. The Coordinator will manage and appropriately respond to incoming calls from the Contact Center on behalf of the Sales Supervision team. Additional responsibilities include supporting the workflow of non-digital annuity and alternative investment cases in Support Center, working with Sales Supervision Principals to ensure efficient workflow management, and timely paperwork processing.
Responsibilities
- Handle incoming calls from the Contact Center and address inquiries directly or by collaborating with others within the department to meet the needs of the Financial Professional
- Demonstrate familiarity with the workflow and common troubleshooting for the Annuity Submission Platform
- Facilitate case routing for Annuity and Alternative Investments
- Resolve missing documentation and reconcile misrouted documentation to the proper case or department
- Assign Subscribe orders to the Sales Supervision Principals
- Work with Financial Professionals to address deficiencies in submissions
- Maintain ongoing positive relationships with Financial Professionals, First Line Supervisors, Regional Vice Presidents, and Sales Managers
- Assist in managing and pulling reports for the department from various applications and tools
- Perform all other duties as assigned
Requirements
- Excellent written and oral communication skills
- Commitment to meeting department service level agreements
- Ability to effectively prioritize multiple tasks in a time-sensitive and fast-paced environment to meet defined deadlines
- Excellent analytical and problem-solving skills
Qualifications
- Bachelor’s degree preferred; high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree
- Minimum of high school diploma or equivalent is required
Skills
- FINRA Series 6 or 7 preferred
- Experience with annuity products
- Experience with Salesforce, NetX360, SharePoint, and OneNote
- Experience in Customer Service
Pay
$45,000 - $50,000 per year + annual performance-based bonus
Benefits
- Health, vision, and dental insurance
- 401k retirement plan
- Paid time away
- Volunteer days
- Additional benefits available (see Osaic Benefits for details)