Rep Relations Specialist

Job Description

Responsibilities

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 / systems and analyze account activity, products, and programs as needed.

• Monitor process queues to ensure service level agreements are met.
• Assist field force with navigation of various tools offered on the WFG website, WFG mail, MS Dynamic, etc.
• Develop and maintain relationships with the field force; help set expectations on processing times, peak times, etc.
• Participate in conference calls to stay up-to-date on available marketing programs.

Qualifications

• 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-volumes calls and processing
• Attention to detail
• Technical aptitude to assist field force with system navigation
• Proficiency using MS Office

Preferred Qualifications

• Experience in the financial services industry, including products, services, and general operational procedures
• Knowledge of WFG

Working Conditions

Remote environment

Compensation

Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws.

It is estimated based on what a successful candidate might be paid in certain Company locations.

The Salary for this position generally ranges between $18.00 19.50 / hr. This range is an estimate, based on potential qualifications and operational needs.

Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan / Individual Performance and is at Company discretion.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

Competitive Pay

Bonus for Eligible Employees

Benefits Package

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportunities

Health and Work / Life Balance Benefits

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

Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

Parental Leave fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

Adoption Assistance

Employee Assistance Program

College Coach 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

Peer Recognition Program (BRAVO)

As of December 31, 2022

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts throughthe Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including theInclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs.

This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity.

ERGs are open to all employees.Theyprovide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

Webelieve our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994.

Through a mixof financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegonacquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.

5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose : Helping people live their best lives.

As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.