Remote Client Engagement Advisor

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

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.