Sales Supervision Contact Center Coordinator

Location(s): Atlanta, GA; La Vista, NE; Oakdale, MN; Scottsdale, AZ; St. Petersburg, FL

Osaic operates on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be located at one of the listed hubs and willing to work this schedule.

About the role

The Sales Supervision Contact Center Coordinator manages and responds to incoming calls from the Contact Center on behalf of the Sales Supervision team. Responsibilities include supporting the workflow of non-digital annuity and alternative investment cases, collaborating with Sales Supervision Principals for efficient workflow management, and ensuring timely paperwork processing.

Responsibilities

• Handle incoming calls from the Contact Center and address inquiries directly or by collaborating with others in the department.
• 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 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

• Bachelor’s degree preferred; high school diploma (or equivalent) with significant experience will be considered.
• Minimum of high school diploma or equivalent is required.
• Excellent written and oral communication skills.
• Commitment to meeting department service level agreements.
• Ability to prioritize multiple tasks in a time-sensitive, fast-paced environment to meet deadlines.
• Excellent analytical and problem-solving skills.

Preferred Qualifications

• FINRA Series 6 or 7 license.
• Experience with annuity products.
• Experience with Salesforce, NetX360, SharePoint, and OneNote.
• Experience in customer service.

Pay

$45,000 - $50,000 per year plus an annual performance-based bonus. Actual compensation is determined based on location, skills, licensure, experience, and education.

Benefits

• Health, vision, and dental insurance.
• 401k retirement plan.
• Paid time off and volunteer days.
• Additional benefits available; visit Osaic Benefits for details.