Sales Supervision Coordinator

Compliance Opportunity in Financial Services

Sales Supervision Contact Center Coordinator

Preferred Locations:

Atlanta: 2300 Windy Ridge Parkway, Atlanta, GA 30339

St. Petersburg: 877 Executive Center Drive West, St. Petersburg, FL 33702

Oakdale: 7755 Third Street North, Oakdale, MN 55128

La Vista: 12325 Port Grace Boulevard, La Vista, NE 68128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.

Role Type: Full-Time, Non-Exempt

Salary: $45,000 - $50,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.

Summary:

The Sales Supervision Contact Center Coordinator is a role within Sales Supervision team. 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.

Education Requirements:

• Bachelor's Degree Preferred. High school diploma (or equivalent) in combination with experience will be considered in lieu of degree.

Basic 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.

Preferred Requirements:

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