Sales Supervision Contact Center Coordinator

Advisor Group•Scottsdale, AZ

14d•$45,000 - $50,000•Hybrid

About The Position

The Sales Supervision Contact Center Coordinator is a role within Sales Supervision team. Sales Supervision Contact Center Coordinator will manage and appropriately respond to the 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 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
Bachelor’s Degree Preferred. High school diploma (or equivalent) in combination with experience will be considered in lieu of degree.

Nice To Haves

FINRA Series 6 or 7 preferred
Experience with annuity products
Experience with Salesforce, NetX360, SharePoint and OneNote
Experience in Customer Service

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