Field support representative job description
Updated March 14, 2024
8 min read
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Example field support representative requirements on a job description
Field support representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in field support representative job postings.
Sample field support representative requirements
- At least 5 years of field support experience.
- Bachelor's degree in a related field.
- Strong technical knowledge and troubleshooting skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Sample required field support representative soft skills
- Ability to work in a fast-paced environment.
- Ability to prioritize tasks and meet deadlines.
- Excellent problem-solving and decision-making skills.
- Strong customer service orientation.
- Ability to multitask and manage time efficiently.
Field support representative job description example 1
Primerica field support representative job description
Join Our Team
In 2022, the Atlanta Journal-Constitution named the Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America's best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work!
About this Position
Primerica Financial Services is a leading provider of financial services to middle-income families in the United States and Canada offering mutual funds, managed investments, annuities, business retirement plans, and education savings plans. The Investment Savings Products (ISP) Operations team is seeking helpful individuals to support our field-force service their investment clients. We are looking for passionate individuals, both with and without customer service experience, to answer incoming calls from our Securities and Investment Advisor Representatives and provide operational assistance and guidance.
Details about this position
The Field Support Representative (FSR) receives incoming calls, asks probing questions to properly assess the issue and offers resolution and or guidance. The FSR obtains and relays information identified during the call to the appropriate party for further processing, research or escalation. Our Field Support Representatives often forge close professional relationships with our sales force which tends to enhance job satisfaction.
Open to candidates anywhere in the United States, some work must be performed in Eastern time zone business hours. Remote work requires a certain level of internet speed.
Responsibilities & Qualifications
Paid training available for non-licensed candidates who are committed to obtaining licenses within a specified time-frame.
Salary is tailored to experience, and licenses held.
Knowledge, Skills, and Abilities:
Bachelor's Degree in Business-related field or equivalent experience required FINRA Series 6 and 26, or 7 and 24 licenses required Series 65 required for roles that support Advisory products Licenses can be obtained through a Learning Agreement if obtained within 180 days Knowledge of mutual fund, annuity and market dynamics preferred Excellent written and verbal communication skills Effective problem solving and analysis skills Ability to manage multiple priorities and quickly and efficiently adapt to changes Ability to maintain knowledge of and adhere to company's Policies and Procedures
Primerica's Awards & Recognition:
Ranked 6th on Forbes list of “American Best Insurance Companies for 2022”Named on the Fortune 1000 list for the third consecutive year.Named “AJC Top Workplace” for ninth consecutive year.
FLSA status:This position is exempt (not eligible for over time):
No
Our Benefits:
Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Savings Account & Health Savings AccountProfessional development Tuition reimbursement Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
In 2022, the Atlanta Journal-Constitution named the Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America's best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work!
About this Position
Primerica Financial Services is a leading provider of financial services to middle-income families in the United States and Canada offering mutual funds, managed investments, annuities, business retirement plans, and education savings plans. The Investment Savings Products (ISP) Operations team is seeking helpful individuals to support our field-force service their investment clients. We are looking for passionate individuals, both with and without customer service experience, to answer incoming calls from our Securities and Investment Advisor Representatives and provide operational assistance and guidance.
Details about this position
The Field Support Representative (FSR) receives incoming calls, asks probing questions to properly assess the issue and offers resolution and or guidance. The FSR obtains and relays information identified during the call to the appropriate party for further processing, research or escalation. Our Field Support Representatives often forge close professional relationships with our sales force which tends to enhance job satisfaction.
Open to candidates anywhere in the United States, some work must be performed in Eastern time zone business hours. Remote work requires a certain level of internet speed.
Responsibilities & Qualifications
Paid training available for non-licensed candidates who are committed to obtaining licenses within a specified time-frame.
Salary is tailored to experience, and licenses held.
Knowledge, Skills, and Abilities:
Bachelor's Degree in Business-related field or equivalent experience required FINRA Series 6 and 26, or 7 and 24 licenses required Series 65 required for roles that support Advisory products Licenses can be obtained through a Learning Agreement if obtained within 180 days Knowledge of mutual fund, annuity and market dynamics preferred Excellent written and verbal communication skills Effective problem solving and analysis skills Ability to manage multiple priorities and quickly and efficiently adapt to changes Ability to maintain knowledge of and adhere to company's Policies and Procedures
Primerica's Awards & Recognition:
Ranked 6th on Forbes list of “American Best Insurance Companies for 2022”Named on the Fortune 1000 list for the third consecutive year.Named “AJC Top Workplace” for ninth consecutive year.
FLSA status:This position is exempt (not eligible for over time):
No
Our Benefits:
Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Savings Account & Health Savings AccountProfessional development Tuition reimbursement Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
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Field support representative job description example 2
Kelly Services field support representative job description
**Your next good thing is right here** . At Kelly Professional & Industrial, we're all about helping you discover what's next in your career. And we just so happen to be seeking an **Office Clerk/ Field Support Representative** to work for a client in Fremont, CA 94538. If this sounds like the right fit for you, read on and apply!
**Schedule:** Monday- Friday, 8:00 AM- 5:00PM, 1 hour lunch break
**Pay Rate** : $21.50/hour
**Length:** Temp to perm
**Day to Day Responsibilities:**
+ Manage a shipping /receiving mail center.
+ Sort and deliver items.
+ Maintain daily activity reports.
+ The person will support greater bay area and drive to contracted clients in the area (mileage is reimbursed).
**REQUIREMENTS:**
+ High school diploma or GED.
+ Experience working in a similar office services role.
+ Must be able to Lift, Push and Pull up to 50lbs with no assistance.
+ Comfortable standing for long periods of time.
+ Free parking is available.
+ Reliable transportation, valid drivers license and some form of auto insurance.
**What happens next?**
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be an **Office Clerk/ Field Support Representative** today!
**Get a complete career fit with Kelly** ** ** **.**
You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.
**About Kelly** ** **
At Kelly, we're always thinking about what's next and advising job seekers on new ways of working to reach their full potential. In fact, we're a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center.
Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
**Schedule:** Monday- Friday, 8:00 AM- 5:00PM, 1 hour lunch break
**Pay Rate** : $21.50/hour
**Length:** Temp to perm
**Day to Day Responsibilities:**
+ Manage a shipping /receiving mail center.
+ Sort and deliver items.
+ Maintain daily activity reports.
+ The person will support greater bay area and drive to contracted clients in the area (mileage is reimbursed).
**REQUIREMENTS:**
+ High school diploma or GED.
+ Experience working in a similar office services role.
+ Must be able to Lift, Push and Pull up to 50lbs with no assistance.
+ Comfortable standing for long periods of time.
+ Free parking is available.
+ Reliable transportation, valid drivers license and some form of auto insurance.
**What happens next?**
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be an **Office Clerk/ Field Support Representative** today!
**Get a complete career fit with Kelly** ** ** **.**
You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.
**About Kelly** ** **
At Kelly, we're always thinking about what's next and advising job seekers on new ways of working to reach their full potential. In fact, we're a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center.
Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
Dealing with hard-to-fill positions? Let us help.
Field support representative job description example 3
CROSSMARK field support representative job description
# of Openings
1
Overview
Provide support to field sales team by telephone and email requests in a call center environment. Work with and generate various reports as needed. Interface with Retail Representatives (RR), Supervisors, Clients Services, Recruiting and Payroll to ensure that Sales Plan issues and general requests are resolved and tracked.
Responsibilities
Essential Duties and Responsibilities:
* Make outbound calls providing direction on RR compliance and answer incoming calls in a call center environment for the Retail and Dedicated teams. Provide accurate answers to a variety of issues including: sales plan questions, voicemail questions, SalesTrak, package tracking, RR procedures, and RR training.
* Complete order entry for requests of inventory items.
* Accurately document calls in the CRM database and SalesTrak Rep View.
* Complete various reports/tasks as requested, following a schedule with ongoing reports/tasks.
* Communicate with Client Services on sales plan questions and special situations.
* Provide quality control for sales plans By communicating issues and questions to Client Services.
* Maintain a working knowledge of retail store call procedures by working sales plans and resets in the field on occasion to gain experience with RR procedures, store procedures, product knowledge, and client knowledge.
* Keep manager informed of communication with outside departments relating to the field support department.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.
Education/Experience:
High School degree or equivalent experience in customer service, call center support, or the retail industry.
Computer Skills:
Proficient in Microsoft Office. Experience in CRM and SalesTrak preferred.
Other Skills:
* Possess telephone and inter-personal skills.
* Demonstrate problem-solving and decision-making skills.
Supervisory Responsibilities:
This position has no supervisory responsibilities.
Work environment:
Office environment with some retail store calls.
Language Skills:
English is the primary language skill; however, bilingual skills may be required based on business necessity.
CROSSMARK is committed to providing accessible employment practices and welcomes applications from people with disabilities. If you require accommodation for a disability during any stage of the recruitment process, please let us know.
1
Overview
Provide support to field sales team by telephone and email requests in a call center environment. Work with and generate various reports as needed. Interface with Retail Representatives (RR), Supervisors, Clients Services, Recruiting and Payroll to ensure that Sales Plan issues and general requests are resolved and tracked.
Responsibilities
Essential Duties and Responsibilities:
* Make outbound calls providing direction on RR compliance and answer incoming calls in a call center environment for the Retail and Dedicated teams. Provide accurate answers to a variety of issues including: sales plan questions, voicemail questions, SalesTrak, package tracking, RR procedures, and RR training.
* Complete order entry for requests of inventory items.
* Accurately document calls in the CRM database and SalesTrak Rep View.
* Complete various reports/tasks as requested, following a schedule with ongoing reports/tasks.
* Communicate with Client Services on sales plan questions and special situations.
* Provide quality control for sales plans By communicating issues and questions to Client Services.
* Maintain a working knowledge of retail store call procedures by working sales plans and resets in the field on occasion to gain experience with RR procedures, store procedures, product knowledge, and client knowledge.
* Keep manager informed of communication with outside departments relating to the field support department.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.
Education/Experience:
High School degree or equivalent experience in customer service, call center support, or the retail industry.
Computer Skills:
Proficient in Microsoft Office. Experience in CRM and SalesTrak preferred.
Other Skills:
* Possess telephone and inter-personal skills.
* Demonstrate problem-solving and decision-making skills.
Supervisory Responsibilities:
This position has no supervisory responsibilities.
Work environment:
Office environment with some retail store calls.
Language Skills:
English is the primary language skill; however, bilingual skills may be required based on business necessity.
CROSSMARK is committed to providing accessible employment practices and welcomes applications from people with disabilities. If you require accommodation for a disability during any stage of the recruitment process, please let us know.
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Updated March 14, 2024
Updated March 14, 2024