Advisor Group
Advisor Group

60 Advisor Group Sales Manager Jobs Hiring Near You

Act as a trusted advisor to the executive team, offering insights into financial trends and ... Management Reporting * Prepare monthly, quarterly, and annual financial reports, including variance ...

Ensure proper business and sales practices are followed by the daily review of queue management reports. * Monitor reports and enforce internal controls to ensure compliance with industry standards ...

Client Support Specialist

La Vista, NE · On-site

$45K - $48K/yr

Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...

IA Processing Specialist

Atlanta, GA · On-site

$53K - $55K/yr

Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer ...

Senior Supplier Manager

Scottsdale, AZ · On-site

$115K - $135K/yr

Current Employees and Contractors Apply Here Osaic Careers Procurement Opportunity in Financial Services Senior Supplier Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA ...

Branch Office Examiner

Scottsdale, AZ · On-site

$65K - $75K/yr

Educate OSJ Managers, Financial Advisors and support staff on various industry rules, regulations, and firm policies during the exam. * Identify and share best practices with OSJ Managers regarding ...

IA Processing Specialist

Atlanta, GA · On-site

$48K - $50K/yr

Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer ...

Ensure proper business and sales practices are followed by the daily review of queue management reports. * Monitor reports and enforce internal controls to ensure compliance with industry standards ...

... managing and accelerating the sales process, and collaborate across departments to deliver a ... Provide a five-star experience to prospective financial advisors by guiding them through recruiting ...

Showing results 21-40

Sales Supervision Contact Center Coordinator

Advisor Group

Oakdale, MN • Hybrid

$45K - $50K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 8 days ago


Job description

Osaic Careers

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

Advisor Group logo

About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

Social media