Sales Supervision Coordinator - Contact Center (FinServ)

Advisor Group Inc.; Scottsdale (AZ); On-site; 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 in Scottsdale, AZ. This full-time role handles incoming calls for the Sales Supervision team, supports non-digital annuity and investment workflows, and collaborates to ensure timely paperwork processing.

Preferred candidates have a Bachelor’s degree or equivalent experience, strong communication, and a track record in customer service. The position offers competitive pay with benefits and a performance bonus.

Qualifications

• 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.

Responsibilities

• Handle incoming calls from the Contact Center and address inquiries directly or by collaboration with others.
• Familiarity with the workflow and troubleshooting for the Annuity Submission Platform.
• Facilitate case routing for Annuity and Alternative Investments.
• Resolve missing documentation and reconcile misrouted documents to the proper case or department.
• Assign Subscribe orders to the Sales Supervision Principals.
• Work with Financial Professionals to address deficiencies in submissions.
• Maintain positive relationships with Financial Professionals, First Line Supervisors, Regional VPs and Sales Managers.
• Assist in managing and pulling reports for the department from various applications and tools.
• All other duties as assigned.

Skills

Communication

Prioritization

Analytical thinking

Problem solving

Customer service

Education

Bachelor’s degree preferred

Tools

Salesforce

NetX360

SharePoint

OneNote

Job description

Osaic is seeking a Sales Supervision Contact Center Coordinator in Scottsdale, AZ. This full-time role handles incoming calls for the Sales Supervision team, supports non-digital annuity and investment workflows, and collaborates to ensure timely paperwork processing.

Preferred candidates have a Bachelor’s degree or equivalent experience, strong communication, and a track record in customer service. The position offers competitive pay with benefits and a performance bonus.