Current Employees and Contractors Apply HereOsaic Careers Compliance Opportunity in Financial Services Sales Supervision Contact Center Coordinator

Preferred Location(s): 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. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits 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

Current Employees and Contractors Apply Here