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Sales Supervision Contact Center Coordinator
Sales Supervision Contact Center CoordinatorOsaic • Omaha, NE, US
No longer accepting applications
Sales Supervision Contact Center Coordinator

Sales Supervision Contact Center Coordinator

Osaic • Omaha, NE, US
15 hours ago
Job type
  • Full-time
Job description

Sales Supervision Contact Center Coordinator – Osaic

Overview

The Sales Supervision Contact Center Coordinator is a role within the Sales Supervision team. This role will manage and appropriately respond to incoming calls from the Contact Center on behalf of the Sales Supervision team and support the workflow of non-digital annuity and alternative investment cases in Support Center. The position works with Sales Supervision Principals to ensure efficient workflow management and timely paperwork processing.

Location and schedule

  • Preferred locations : Atlanta, GA; St. Petersburg, FL; Oakdale, MN; La Vista, NE; Scottsdale, AZ
  • Osaic is not considering remote candidates at this time
  • Hybrid schedule requiring a minimum of 4 days weekly in the office

Role type and compensation

  • 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 location, skills, experience, and education

    • Benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days, and more. Details on benefits are available on the company careers page.

    Summary

    The Sales Supervision Contact Center Coordinator will manage and respond to incoming calls from the Contact Center, support the workflow of non-digital annuity and alternative investment cases in Support Center, and coordinate with Sales Supervision Principals to ensure efficient workflow and timely paperwork processing.

    Responsibilities

  • Handle incoming calls from the Contact Center and address inquiries directly or by collaborating with others within the department
  • Familiarity with the workflow and troubleshooting for the Annuity Submission Platform
  • Facilitate case routing for Annuity and Alternative Investments
  • Resolve missing documentation and reconcile misrouted documentation
  • Assign Subscribe orders to the Sales Supervision Principals
  • Work with Financial Professionals to address submission deficiencies
  • 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
  • All other duties as assigned

    • Education Requirements

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

    • Equal Opportunity Employer

    Osaic is an equal opportunity employer. We celebrate diversity and hire qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical or mental abilities, genetic information, race, religion or belief, sexual orientation, skin color, or any other characteristic protected by law.

    Eligibility

    Applicants for employment in the US must have valid work authorization that does not require sponsorship of a visa for employment in the US.

    Unqualified Applications

    Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

    Recruiting Agencies

    Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

    Seniority level

  • Entry level

    • Employment type

  • Full-time

    • Job function

  • Sales and Business Development

    • J-18808-Ljbffr

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