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Osaic · 3 months ago

Sales Supervision Contact Center Coordinator

Scottsdale, AZ

Full-time

Hybrid

New Grad, Entry Level

$45K/yr - $50K/yr

Osaic is a company in the financial services sector, seeking a Sales Supervision Contact Center Coordinator. The role involves managing incoming calls from the Contact Center, supporting workflow for non-digital annuity and alternative investment cases, and ensuring efficient communication with Financial Professionals and Sales Supervision Principals.

Business DevelopmentFinancial ServicesWealth Management

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

Qualification

FINRA Series 6Annuity productsSalesforceNetX360SharePointOneNoteCustomer ServiceAnalytical skillsCommunication skillsProblem-solving skillsTime management