Job Description

Title: Contract Specialist (Friday to Monday 9 a.m. - 7 p.m.)

Department: Contract Department | Sales Support

Reports To: Sales Director

Job Summary:

A Contract Specialist plays a vital role in the sales division at Wesley Financial Group. A successful candidate will need to be able to work well under pressure, possess a keen eye for detail, and have excellent time management. The CS will assist timeshare owners with a seamless transition into becoming Wesley Financial Group clients. This is a fast-paced position that will require multitasking. Responsibilities include calling and following up with prospective clients, sending agreements through Docusign, signature assistance, taking payment, scheduling calls, and answering questions about the WFG Enrollment Agreement (contract).

Responsibilities include:

Effectively communicating with all internal parties relating to working files in a timely manner.
Developing a comprehensive understanding of the WFG Service Agreement
Proofreading client information and agreed on terms before issuing Enrollment Agreements
Assisting clients in signing our Enrollment Agreements through the electronic Docusign process.
Assisting with initial payments and invoice-related inquiries
Scrubbing each file’s activity/chatter for pertinent information regarding agreement terms or client communication preferences
Returning all client calls, texts, and emails promptly
Continuously monitoring Contract Department reports and request queues
Assisting with the Contract Department queue line
Issuing Third-Party Authorization Forms
Successfully managing assigned files in production
Addressing and overcoming any client objections
Performs other related duties as required