Bilingual Rep Relations Specialist, French or Spanish

This is a fully remote position, open to applicants in United States.

📋 Description

• Respond to incoming calls and emails from the field force concerning licensing and appointments, commissions, coding, points, marketing promotions, and additional operational functions.

• Gather information from various sources and systems to analyze account activities, products, and programs as necessary.

• Oversee process queues to ensure compliance with service level agreements.

• Assist the field force in navigating WFG website tools, WFG mail, CRM platforms, and other systems.

• Build and maintain strong relationships with the field force.

• Manage expectations regarding processing times and peak periods.

• Engage in conference calls to stay informed about available marketing programs.

• Act as a primary point of contact for information and guidance on licensing, appointments, commissions, coding, errors and omissions, mywfg.com, systems, and other operational functions related to WFG, WFGIA, and TFA.

⛳️ Requirements

• A bachelor's degree in a business-related field or equivalent education/experience.

• A minimum of two years of experience in call center, customer service, or a related field.

• Exceptional written and verbal communication skills.

• Strong customer service orientation.

• Excellent problem-solving and decision-making abilities.

• Capability to manage multiple responsibilities, including high-volume calls and processing tasks.

• Keen attention to detail.

• Technical proficiency to assist the field force with system navigation.

• Proficiency in MS Office applications.

• Bilingualism in French/English or Spanish/English is preferred.

• Experience in the financial services sector, encompassing products, services, and general operational procedures is preferred.

• Familiarity with WFG is preferred.

• Availability to work from 10:00 AM to 7:00 PM EST.

🏝️ Benefits

• Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and at the Company’s discretion.

• Pension Plan.

• 401k Match.

• Employee Stock Purchase Plan.

• Tuition Reimbursement.

• Disability Insurance.

• Medical Insurance.

• Dental Insurance.

• Vision Insurance.

• Employee Discounts.

• Career Training & Development Opportunities.

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year.

• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.

• Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service.

• Adoption Assistance.

• Employee Assistance Program.

• Back-Up Care Program.

• PTO for Volunteer Hours.

• Employee Matching Gifts Program.

• Employee Resource Groups.

• Inclusion and Diversity Programs.

• Employee Recognition Program.

• Referral Bonus Programs.

• Work From Home.