Annuity Case Manager Jobs in Virginia (NOW HIRING)

Compliance Opportunity in Financial Services

Sales Supervision Contact Center Coordinator

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time

Salary: $45,000 - $50,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

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.

Education Requirements:

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 is required.

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

Basic 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

Preferred Requirements:

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