Sales Coordinator

Jobtailor

Arizona

On-site

USD 42,000 - 64,000

Full time

14 days+

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Job summary

Jobtailor is seeking a dedicated professional for a Customer Service role in Arizona. You will handle calls from the Contact Center, resolve inquiries, and collaborate with teams to support financial professionals with annuity and alternative investment cases.

The role requires strong communication, organization, and problem-solving skills. Prior FINRA Series 6/7 and experience with annuity products are preferred, with potential for reporting and process improvement tasks.

Qualifications

Minimum high school diploma or equivalent required.
Bachelor’s degree preferred; significant experience may be considered in lieu of a degree.
Excellent written and oral communication skills.
Commitment to meeting department service level agreements.
Ability to prioritize multiple tasks in a fast-paced environment and meet deadlines.
Excellent analytical and problem-solving skills.
FINRA Series 6 or 7 preferred.
Experience with annuity products preferred.
Experience with Salesforce, NetX360, SharePoint, and OneNote preferred.
Customer service experience preferred.

Responsibilities

Handle incoming calls from the Contact Center and address inquiries directly or by collaborating with department colleagues to meet Financial Professionals’ needs.
Support workflow for non-digital annuity and alternative investment cases.
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 Sales Supervision Principals.
Work with Financial Professionals to address submission deficiencies.
Maintain positive relationships with Financial Professionals, First Line Supervisors, Regional Vice Presidents, and Sales Managers.
Assist in managing and pulling departmental reports from various applications and tools.
Perform other duties as assigned.

Skills

Customer Service

Written and oral communication

Analytical and problem-solving

Relationship management

Time management

Education

High school diploma

Bachelor's degree preferred

Experience in lieu of degree

Tools

Salesforce

NetX360

SharePoint

OneNote

Job description

Handle incoming calls from the Contact Center and address inquiries directly or by collaborating with department colleagues to meet Financial Professionals’ needs
Support workflow for non-digital annuity and alternative investment cases
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 Sales Supervision Principals
Work with Financial Professionals to address submission deficiencies
Maintain positive relationships with Financial Professionals, First Line Supervisors, Regional Vice Presidents, and Sales Managers
Assist in managing and pulling departmental reports from various applications and tools
Perform other duties as assigned

Requirements

Minimum high school diploma or equivalent required
Bachelor’s degree preferred
Significant experience may be considered in lieu of a degree
Excellent written and oral communication skills
Commitment to meeting department service level agreements
Ability to prioritize multiple tasks in a time-sensitive, fast-paced environment and meet deadlines
Excellent analytical and problem-solving skills
FINRA Series 6 or 7 preferred
Experience with annuity products preferred
Experience with Salesforce, NetX360, SharePoint, and OneNote preferred
Customer service experience preferred

Core Competencies

Demonstrates strong customer service skills while effectively managing inquiries and documentation related to annuity and alternative investment cases. Proficient in utilizing various tools and applications to support workflow and maintain positive relationships with Financial Professionals and departmental colleagues.

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