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Call Center Representative

6/25/2025

Remote

Job Summary

A company is looking for a Call Center Representative (Work From Home).

Key Responsibilities
  • Serve as the main contact for the field force, providing information on licensing, commissions, and operational functions
  • Answer inbound calls and emails, analyze account activity, and monitor process queues to meet service level agreements
  • Assist the field force with navigation of tools on the WFG website and maintain relationships to set expectations on processing times
Required Qualifications
  • Bachelor's degree in a business field or equivalent education/experience
  • Two years of call center, customer service, or related work experience
  • Technical aptitude to assist the field force with system navigation
  • Proficiency using MS Office
  • Experience in the financial services industry is preferred

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