Sales Supervision Contact Center Coordinator
$45,000–$50,000 year
HybridAtlanta, Georgia, United States or St. Petersburg, Florida, United States
Job Summary
Manage and respond to incoming calls from the Contact Center on behalf of the Sales Supervision team, addressing inquiries directly or by collaborating with department members. Facilitate case routing for Annuity and Alternative Investments, resolve missing documentation, and reconcile misrouted materials to the proper case or department. Assign Subscribe orders to Sales Supervision Principals and work with Financial Professionals to address submission deficiencies while maintaining positive relationships across leadership levels. Assist in managing and pulling department reports from various applications and tools. This role requires a hybrid schedule of minimum four days weekly in one of our Atlanta, La Vista, Oakdale, Scottsdale, or St. Petersburg hubs.
Required Qualifications
- Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree
- Minimum of high school diploma or equivalent
- 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
- Applicants should be located at one of our hubs listed above
- Must be willing to work this schedule
- Minimum of 4 days weekly in the office
Desired Qualifications
- FINRA Series 6 or 7 preferred
- Experience with annuity products
- Experience with Salesforce, NetX360, SharePoint and OneNote
- Experience in Customer Service
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