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Osaic Careers Compliance Opportunity in Financial Services Sales Supervision Contact Center Coordinator Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista…
Skills: Sales supervision, Contact center operations, Annuity submission, Alternative investments, Workflow management
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$45k–$50k/yr
Full-time
high school, bachelor degree
Health insurance, Vision insurance, Dental insurance, 401k, Paid time away, Volunteer days
Posted 2d ago
~40 hrs/week
Responsibilities
The coordinator manages incoming calls for the Sales Supervision team and supports the workflow of non-digital annuity and alternative investment cases. They also collaborate with Sales Supervision Principals to ensure efficient case routing and timely processing of paperwork.
Requirements
A minimum of a high school diploma or equivalent is required, with a bachelor's degree preferred. Candidates should possess excellent communication skills, the ability to prioritize tasks in a fast-paced environment, and familiarity with financial services platforms.
Full job description
Osaic Careers
Compliance Opportunity in Financial Services
Sales Supervision Contact Center Coordinator
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time
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, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic 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.
Education Requirements:
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
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
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
Related keywords
Sales SupervisionContact CenterFinancial ServicesAnnuityAlternative InvestmentsSalesforceNetX360SharePointOneNoteFINRA Series 6FINRA Series 7ComplianceWorkflow ManagementCase RoutingReportingCustomer Service
Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets.
Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
Offices: 20 E Thomas Rd, Phoenix, Arizona, US · 7755 3rd St N, Oakdale, Minnesota 55128, US · 10 Exchange Place, Suite 1410, Jersey City, NJ 07302, US · 2300 Windy Ridge Parkway, 1100, Atlanta, Georgia 30339, US · 877 Executive Center Dr W, St Petersburg, Florida 33702, US
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