Hybrid Sales Supervision Center Coordinator

Osaic; Atlanta (GA); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic is seeking a Sales Supervision Contact Center Coordinator in Atlanta. The role focuses on managing incoming calls for the Sales Supervision team, supporting non-digital annuity and alternative investment workflows, and ensuring timely paperwork processing.

Ideal candidates have a Bachelor's degree preferred, with strong communication and problem-solving skills. The position is hybrid, requiring four days per week in the office at hub locations.

Qualifications

• Bachelor's degree preferred; high school diploma (or equivalent) 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 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.

Skills

Communication

Customer Service

Problem-solving

Prioritization

Education

Bachelor's degree preferred

High school diploma or equivalent required

Tools

Salesforce

NetX360

SharePoint

OneNote

Job description

Osaic is seeking a Sales Supervision Contact Center Coordinator in Atlanta. The role focuses on managing incoming calls for the Sales Supervision team, supporting non-digital annuity and alternative investment workflows, and ensuring timely paperwork processing.

Ideal candidates have a Bachelor's degree preferred, with strong communication and problem-solving skills. The position is hybrid, requiring four days per week in the office at hub locations.