Bilingual Rep Relations Specialist, French or Spanish

Transamerica

. Answer inbound calls and emails from the field force regarding licensing and appointments, commissions, coding, points, marketing promotions, and other operational functions .

Posted 9/16/2026full-timeRemote • United StatesJuniorMid-Level💰 $22 - $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer service and communication skills while effectively managing high-volume calls and operational functions. Proficient in system navigation and relationship management within the financial services industry.

Highest-signal resume keywords

Bachelor's Degree in BusinessCall Center ExperienceCustomer Service SkillsMS Office ProficiencyBilingual in French/English or Spanish/English

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Problem-SolvingDecision-MakingAttention to DetailTechnical AptitudeOperational Procedures Knowledge

Soft Skills

Excellent Written CommunicationExcellent Oral CommunicationAbility to Prioritize Responsibilities

Tools & Technologies

WFG Website ToolsCRM PlatformsMywfg.com

Industry Keywords

Financial Services IndustryLicensingAppointmentsCommissionsMarketing Promotions

About the role

Key responsibilities & impact

Answer inbound calls and emails from the field force regarding licensing and appointments, commissions, coding, points, marketing promotions, and other operational functions
Obtain information from a variety of sources and systems and analyze account activity, products, and programs as needed
Monitor process queues to ensure service level agreements are met
Assist the field force with navigation of WFG website tools, WFG mail, CRM platforms, and other systems
Develop and maintain relationships with the field force
Help set expectations regarding processing times and peak periods
Participate in conference calls to stay up to date on available marketing programs
Serve as a main 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

What you’ll need

Bachelor’s degree in a business field 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
Bilingual in French/English or Spanish/English preferred
Experience in the financial services industry, including products, services, and general operational procedures preferred
Knowledge of WFG preferred
Ability to work 10:00 AM–7:00 PM EST

Benefits

Comp & perks

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