Bilingual Client Relations & Licensing Specialist (Remote)

Aegon; United States; Remote; USD 30,000 - 32,000; Full time

Benefits offered by this job

Work From Home

Flexible schedule

Job summary

World Financial Group (WFG) seeks a dedicated contact center associate to be the primary liaison for field personnel on licensing, appointments, commissions, coding, and related operations. This work-from-home role supports WFG, WFGIA, and TFA teams and requires strong communication and customer service skills.

Responsibilities include handling inbound inquiries, monitoring SLAs, guiding users through WFG tools and portals, and building relationships to set expectations on processing times and

Qualifications

• Bachelor’s degree in business or equivalent education/experience.
• Two years of call center, customer service, or related work experience.
• Excellent written and oral communication skills.
• Strong customer service skills.
• Strong problem-solving and decision-making skills.
• Ability to prioritize multiple responsibilities, including high-volume calls and processing.
• Attention to detail.
• Technical aptitude to assist field force with system navigation.
• Proficiency using MS Office.

Responsibilities

• Answer inbound calls and emails from the field force regarding licensing and appointments, commissions, coding, points, marketing promotions, and other operational functions.
• Monitor process queues to ensure service level agreements are met.
• Assist field force with navigation of WFG tools, WFG mail, and CRM platforms.
• Develop and maintain relationships with the field force; help set expectations on processing times and peak times.
• Participate in conference calls to stay up-to-date on available marketing programs.

Skills

Communication

Customer service

Problem solving

Prioritization

Attention to detail

Technical aptitude

MS Office

Education

Bachelor’s degree in business

Tools

MS Office

Job description

World Financial Group (WFG) seeks a dedicated contact center associate to be the primary liaison for field personnel on licensing, appointments, commissions, coding, and related operations. This work-from-home role supports WFG, WFGIA, and TFA teams and requires strong communication and customer service skills.

Responsibilities include handling inbound inquiries, monitoring SLAs, guiding users through WFG tools and portals, and building relationships to set expectations on processing times and