Remote Client Engagement Pro (Outbound Sales)
Xapply
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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
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
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