Teams at Wisepath Financial Group

Audits call-tracking and CRM data for lead quality, routing accuracy, compliance, billing accuracy, and partner-delivery quality. Reviews logs for discrepancies, invalid calls, scoring errors, missing fields, and anomalies; documents findings, supports data cleaning and verification, follows QA protocols, improves SOPs, and escalates complex issues. The role is fully remote and requires strong spreadsheet skills, attention to detail, and familiarity with call-tracking and lead-management systems.

Audits call-tracking and CRM data for lead quality, routing accuracy, compliance, billing inputs, and partner delivery. Reviews logs for mismatches and anomalies, applies QA protocols, documents findings, supports data cleaning and reporting, and escalates discrepancies. The role also helps improve QA procedures and collaborates with internal teams and external data feeds to protect billing accuracy and partner trust.

Participate in structured licensing and financial planning training, conduct consultative discovery conversations, evaluate client financial needs, and design asset-protection, disability, and retirement solutions using financial modeling software. Build a local advisory practice through community, professional, and personal-network engagement. The role includes mentorship, sponsored licensing, administrative support, marketing assistance, and performance-based commissions with uncapped earning potential.