Client Engagement Specialist I (Outbound Sales)

Xapply; Northern (KY); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Xapply is seeking a Client Engagement Specialist I (Outbound Sales) for a remote US-based role. You will be the first point of contact for customers seeking retirement, insurance, savings, and investment guidance via phone, video, and email.

You will gather customer information, build profiles to support advisor matching, and coordinate appointments with financial professionals. Success requires a persuasive, approachable style, strong listening, and sound judgment to create positive customer

Responsibilities

• Engage with prospective customers via phone, video, and email.
• Gather customer information and create profiles to support advisor matching.
• Coordinate appointments with financial professionals.

Job description

Client Engagement Specialist I (Outbound Sales)

entry Remote US

Description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Engagement Specialist I (Outbound Sales) based in the United States.

This remote role serves as an important first point of contact for customers seeking guidance around retirement, insurance, savings, and investment solutions.

You will engage with prospective customers across phone, video, and email while helping connect them with the right financial professional.

The position combines customer service, consultative communication, needs assessment, and appointment coordination.

You will gather customer information, understand their needs, and create profiles that support effective advisor matching.

Success requires a persuasive yet approachable communication style, strong listening skills, and sound judgment.

You will work in a collaborative virtual call-center environment with opportunities to build knowledge of financial products and customer engagement practices.

The role is well suited to someone who enjoys helping people, managing multiple interactions, and creating positive customer experiences.