Contract specialist

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 files 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

Required Skills / Abilities :

• Passion for helping others
• Excellent time management skills for prompt responses
• Strong problem-solving and critical thinking skills.
• Comprehensive understanding of Salesforce
• Ability to adapt to the needs and changes of the department
• Excellent communicator, written and verbal
• Ability to be flexible and adaptable

Experience :

2 years of Salesforce (or other CRM) experience preferred

Schedule : Friday to Monday 9 a.m. - 7 p.m.

PI9da09d25c355-26289-34343402

Last updated : 2024-05-02