Client Engagement Specialist I (Outbound Sales) (Remote)

Transamerica Corporation; United States; Remote; USD 44,000 - 46,000; Full time

Benefits offered by this job

Competitive pay

Annual bonus eligibility

401k match

Employee discounts

Tuition reimbursement

Job summary

Transamerica is seeking a Customer Service professional to serve as the first point of contact for customers seeking financial guidance on retirement, personal insurance, and investments. You will triage calls, gather information, and route to the appropriate financial planning advisor.

In a remote call center environment, you will support scheduling, profiling, and ongoing customer engagement while staying current on product offerings and company policies.

Qualifications

• Bachelor’s degree in a business related field or equivalent experience.

Responsibilities

• Handle inbound calls and greet new customer prospects, guiding them to the appropriate advisor.
• Gather information and create customer profiles to identify and assess needs.
• Schedule appointments with advisors for routine requests.
• Facilitate two-way communication with the advisor team to address customer needs in a timely manner.
• Stay informed on product offerings to articulate value to customers.

Skills

Communication skills

Listening

Professional demeanor

Critical thinking

Multi-tasking

MS Office proficiency

Education

Bachelor's degree or equivalent experience in business

Tools

MS Office

Job description

Job Family Customer Service

About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit transamerica.com.

Job Description Summary

Serves as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options. Triage inbound calls and place prospects with financial planning and retirement planning advisors.

Job Description Responsibilities

• Handle calls from new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer complex inquiries to higher level staff.
• Guide customers through the Transamerica customer experience; gather information and create customer profiles in order to identify and assess needs.
• Schedule appointments with advisors for simple/routine customer requests.
• Facilitate two-way communication with the advisor team to ensure customer needs are addressed in a timely manner.
• Keep abreast of product offerings to better identify the value proposition to customers.

Qualifications

• Bachelor’s degree in a business related field or equivalent experience.
• Ability to communicate in a friendly and persuasive manner.
• Listening skills to identify and assess customer needs.
• Professional demeanor to represent the company through a virtual environment.
• Critical thinking and problem-solving skills.
• Ability to multi-task and work in a team environment.
• Proficiency using MS Office products.

Preferred Qualifications

• Experience in the financial services industry.
• Customer service experience.

Working Conditions

Remote (Call Center) Environment May work varied shifts

Compensation

Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. The Salary for this position generally ranges between $44,000 - $46,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion. This position is also currently eligible for performance incentives.

What We Offer

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs
• Inclusion & Diversity

DEI Statement

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals.

Recognitions

We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

Inclusion & Diversity Programs

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. As of December 31, 2023 At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.

Privacy

For more information about Transamerica’s privacy practices, click here. For more information, visit www.transamerica.com. * As of December 31, 2022 For more information about Transamerica’s privacy practices, click here.