Remote Client Engagement Advisor

Transamerica; Northern (KY); Remote; USD 44,000 - 46,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Job summary

Transamerica is seeking a customer-focused advisor to serve as the first point of contact for clients seeking retirement, insurance, savings, and investment guidance from a remote call center.

You will triage inquiries, gather information, and schedule appointments with financial planning and retirement advisors, ensuring timely follow-up and accurate customer profiles. The role emphasizes up-to-date product knowledge and strong interpersonal skills.

Qualifications

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

Responsibilities

• Handle calls from new customer prospects 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 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.

Skills

Bachelor's degree or equivalent

Friendly communication

Active listening

Professional demeanor

Critical thinking

Multitasking

MS Office

Education

Bachelor's degree in business or related field

Tools

MS Office

Job description

Transamerica is seeking a customer-focused advisor to serve as the first point of contact for clients seeking retirement, insurance, savings, and investment guidance from a remote call center.

You will triage inquiries, gather information, and schedule appointments with financial planning and retirement advisors, ensuring timely follow-up and accurate customer profiles. The role emphasizes up-to-date product knowledge and strong interpersonal skills.