Sales Supervision Contact Center Coordinator

Advisor Group • Scottsdale, AZ

2d • Hybrid

About The Position

The Sales Supervision Contact Center Coordinator is a role within the Sales Supervision team. This role will manage and appropriately respond to 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 the Support Center, along with working in conjunction with Sales Supervision Principals to ensure efficient workflow management and timely paperwork processing.

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
• Minimum of high school diploma or equivalent is required.

Nice To Haves

• FINRA Series 6 or 7 preferred
• Experience with annuity products
• Experience with Salesforce, NetX360, SharePoint and OneNote
• Experience in Customer Service
• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.

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

Benefits

• health, vision, dental insurance
• 401k
• paid time away
• volunteer days
• annual performance-based bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level