Bilingual (Spanish) Customer Service Representation - Remote 1099 Phone and Chat - (#OFP)

We are seeking Fully Remote Bilingual Spanish - Customer Support Specialists with a background in consultative sales. Must reside in Florida, Georgia, Texas or Indiana.

Pay Rate: $17.10/hour for Production & Training

Training: 8 days of Virtual Training Mandatory VIRTUAL meet and greet

Hours of Operation: Monday - Friday, 8 AM - 8 PM (Closed Holidays)

Schedule: 8-hour shifts, 32 hours/week

Start Date: Friday, 6/26/2026

Role Summary:

Driven by our goal to help families save for their children’s future education, our Customer Support Specialists play a key role in supporting clients via phone and chat. We’re looking for candidates with a consultative sales mindset—able to understand customer needs, educate them on their options, and guide them toward the best-fit solutions.

Key Responsibilities:

· Engage with clients using a customer-first, consultative approach to identify their needs and recommend suitable financial products

· Deliver exceptional service while also identifying opportunities to offer options and add value

· Demonstrate deep knowledge of products and services to build trust and confidence with clients

· Maintain professionalism, patience, and empathy in all client interactions

· Collaborate with quality and training teams to self-manage performance and development

· Ensure accurate documentation of all client interactions in our CRM

· Support clients using pre-written templates and the Call Center Knowledge Base

· Uphold KPIs including quality, efficiency, and sales-related metrics

· Contribute positively to the team environment and company culture

What We’re Looking For:

· 1-2 years of customer service experience or consultative sales, preferably in a call center or e-commerce environment

· Proven ability to uncover client needs and offer solutions that align with their goals

· High school diploma or equivalent

· Strong written and verbal communication skills

· Data entry speed: 45-55 WPM minimum

· Comfortable multitasking between systems, chat, and phone

· Experience with CRMs (e.g., Salesforce preferred)

· Self-starter with strong organizational skills and attention to detail

· Flexibility to work weekends/evenings as needed

· Dependable, with a history of strong attendance and punctuality

· Demonstrated alignment with our STRIVE values:

· Service, Tenacity, Responsibility, Integrity, Versatility, Entrepreneurship

Work From Home Requirements:

Minimum PC Requirements CPU Speed

· Dual Core 1.2 GHz or better

· Intel Core i3 or AMD Ryzen 3 or better

Hard Drive

· 40 GB or more of available space

· 100 GB or more of total space

Memory

· 8 GB of RAM or better

Operating System

· Windows 11 (No Macs or Chromebooks)

· Information on how to upgrade to Windows 10 Professional can be found here: https://support.microsoft.com/en-us/help/12384/windows-10-upgrading-home-to-pro

· Two (2) available USB 2.0 or greater ports

Minimum Monitor and Accessory Requirements Monitor*

· 1280 x 1024 (SXGA) screen resolution

· 1920 x 1080 (Full HD or 1080p)

USB Headset with Microphone

· JPL TT3 Evo Binaural Headset (Headband Boom) with Tough Case and JPL BL-053 P JPL USB 2.0 universal bottom lead with volume and mute function

Camera

· Integrated or USB Camera

*Dual monitors may be required on some client programs

Minimum Software Requirements Google Chrome**

· Latest version of Google Chrome for Windows

**Certain client programs may require specific versions of Microsoft Internet Explorer

Minimum Internet Connectivity Requirements Standard Connection / Speed

· Hard-wired connection (no wireless)

· Minimum 45 Mpbs download / Minimum 10 Mpbs upload

· Internet connection must not be shared with more than 3 devices in the same location

Maximum Latency Threshold

· 120 milliseconds (ms)

Pay: $17.10 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift

Application Question(s):

• This role is Fully Remote and will require you to use your own equipment. Would you be willing to use your own equipment for this role?

Education:

• High school or equivalent (Required)

Language:

• English (Required)
• Spanish (Preferred)

Location:

• Indiana (Preferred)

Work Location: Remote

Salary : $17