Sales Supervision Contact Center Coordinator

About the role

Osaic is hiring a Sales Supervision Contact Center Coordinator for its Sales Supervision team. The role manages and responds to incoming calls from the Contact Center on behalf of the team, supports the workflow of non-digital annuity and alternative investment cases in the Support Center, and works with Sales Supervision Principals to keep workflows efficient and paperwork processed on time. The position is full-time, paid $45,000-$50,000 per year plus an annual performance-based bonus, with a hybrid schedule of at least 4 days a week in the office.

Key responsibilities

• Handle incoming calls from the Contact Center and address inquiries directly or with colleagues in the department
• Familiarise yourself with the Annuity Submission Platform workflow and common troubleshooting
• Rout cases for annuities and alternative investments
• Resolve missing documentation and reassign misrouted documents to the right case or department
• Assign subscribe orders to the Sales Supervision Principals
• Work with Financial Professionals to fix submission deficiencies
• Maintain good relationships with Financial Professionals, First Line Supervisors, Regional Vice Presidents and Sales Managers
• Help manage and pull department reports from various applications and tools

Required profile

• Bachelor's degree preferred; a high school diploma (or equivalent) with significant experience is considered instead
• Excellent written and oral communication skills
• Commitment to meeting department service level agreements
• Ability to prioritise multiple tasks in a fast-paced environment and meet deadlines
• Strong analytical and problem-solving skills

Preferred requirements

• FINRA Series 6 or 7
• Experience with annuity products
• Experience with Salesforce, NetX360, SharePoint and OneNote
• Customer service experience

What we offer

• Health, vision and dental insurance
• 401k
• Paid time away and volunteer days