Sales Coordinator

Osaic

Sales supervision coordinator handling contact center inquiries and annuity and alternative investment workflows at Osaic. Supporting case routing, documentation reconciliation, reporting, and Financial Professional relationships across U.S.

Posted 8/4/2026full-timeAtlanta • Arizona, Florida, Minnesota, New York • 🇺🇸 United StatesMid-LevelSenior💰 $45,000 - $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills while effectively managing inquiries and documentation related to annuity and alternative investment cases. Proficient in utilizing various tools and applications to support workflow and maintain positive relationships with Financial Professionals and departmental colleagues.

Highest-signal resume keywords

Customer Service ExperienceExcellent Written And Oral Communication SkillsAnalytical And Problem-Solving SkillsExperience With Annuity ProductsFINRA Series 6 Or 7

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Case RoutingDocumentation ReconciliationWorkflow SupportTask PrioritizationReport Management

Soft Skills

Relationship ManagementTime Management

Tools & Technologies

SalesforceNetX360SharePointOneNote

Certifications & Qualifications

FINRA Series 6FINRA Series 7

Industry Keywords

Annuity ProductsFinancial ProfessionalsService Level Agreements

About the role

Key responsibilities & impact

Handle incoming calls from the Contact Center and address inquiries directly or by collaborating with department colleagues to meet Financial Professionals’ needs
Support workflow for non-digital annuity and alternative investment cases
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 Sales Supervision Principals
Work with Financial Professionals to address submission deficiencies
Maintain positive relationships with Financial Professionals, First Line Supervisors, Regional Vice Presidents, and Sales Managers
Assist in managing and pulling departmental reports from various applications and tools
Perform other duties as assigned

Requirements

What you’ll need

Minimum high school diploma or equivalent required
Bachelor’s degree preferred
Significant experience may be considered in lieu of a degree
Excellent written and oral communication skills
Commitment to meeting department service level agreements
Ability to prioritize multiple tasks in a time-sensitive, fast-paced environment and meet deadlines
Excellent analytical and problem-solving skills
FINRA Series 6 or 7 preferred
Experience with annuity products preferred
Experience with Salesforce, NetX360, SharePoint, and OneNote preferred
Customer service experience preferred

Benefits

Comp & perks

Annual performance-based bonus
Health insurance
Vision insurance
Dental insurance
401(k)
Paid time away
Volunteer days