Sales Supervision Contact Center Coordinator

Summary

The Sales Supervision Contact Center Coordinator will manage and appropriately respond to the incoming calls from the Contact Center on behalf of the Sales Supervision team. Additional responsibilities will include supporting the workflow of non-digital annuity and alternative investment cases in Support Center along with working in conjunction with Sales Supervision Principals to ensure efficient workflow management and timely paperwork processing.

Responsibilities

• Handle the incoming calls from the Contact Center and address the inquiries directly or by collaborating with others within the department to address the needs of the Financial Professional
• 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 an ongoing positive relationship 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
• All other duties as assigned

Requirements

• Minimum of high school diploma or equivalent is required (Bachelor's degree preferred; significant experience may substitute for degree)
• 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

• FINRA Series 6 or 7 preferred
• Experience with annuity products preferred
• Experience with Salesforce, NetX360, SharePoint and OneNote preferred
• Experience in Customer Service preferred

Pay & Benefits

• Salary: $45,000 - $50,000 per year + annual performance-based bonus
• Health, vision, and dental insurance
• 401k
• Paid time away and volunteer days

Schedule

• Full-time
• Hybrid schedule requiring a minimum of 4 days weekly in the office
• Locations: Atlanta, GA; La Vista, NE; Oakdale, MN; Scottsdale, AZ; St. Petersburg, FL