Sales Supervision Center Coordinator

Osaic; La Vista (NE); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Sales Supervision Contact Center Coordinator to manage incoming calls for the Sales Supervision team and support non-digital annuity and alternative investment workflows. The role works within a hybrid schedule across our hubs in the United States.

Bachelor's degree is preferred, with strong communication, prioritization, and analytical skills. Experience with annuity products and CRM tools is valued, along with collaboration with Sales Principals to ensure efficient processes.

Qualifications

• Bachelor's degree preferred or significant experience may be considered in lieu of degree.
• Excellent written and verbal communication skills.
• Ability to prioritize multiple tasks in a fast-paced environment to meet deadlines.
• Strong analytical and problem-solving abilities.

Responsibilities

• Handle incoming calls from the Contact Center and address inquiries directly or with department help.
• Familiarity with the Annuity Submission Platform workflow and troubleshooting.
• Facilitate case routing for Annuity and Alternative Investments.
• Resolve missing documentation and re-route misdirected paperwork to correct case/department.
• Assign Subscribe orders to the Sales Supervision Principals.
• Collaborate with Financial Professionals to address submission deficiencies.
• Maintain positive relationships with Financial Professionals, Supervisors, VPs and Sales Managers.
• Assist in generating and pulling department reports from multiple applications/tools.
• Perform all other duties as assigned.

Skills

Excellent communication

Service level adherence

Prioritization

Analytical problem solving

Education

Bachelor's degree preferred

Tools

Salesforce

NetX360

SharePoint

OneNote

Job description

Osaic is seeking a Sales Supervision Contact Center Coordinator to manage incoming calls for the Sales Supervision team and support non-digital annuity and alternative investment workflows. The role works within a hybrid schedule across our hubs in the United States.

Bachelor's degree is preferred, with strong communication, prioritization, and analytical skills. Experience with annuity products and CRM tools is valued, along with collaboration with Sales Principals to ensure efficient processes.