Remote Client Engagement Specialist (Outbound Sales)

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

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Development

Job summary

Transamerica is hiring a Client Engagement Specialist I to handle outbound customer interactions from a remote setting. You will introduce the Advice Center, assess client needs, and connect prospects with financial planning advisors.

The role emphasizes strong communication, multitasking, and teamwork to deliver an exceptional customer experience. The position may involve varied shifts and offers a comprehensive benefits package, including retirement and health coverage.

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.

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.

Skills

Communication

Listening

Professional demeanor

Critical thinking

Multitasking

MS Office

Education

Bachelor's degree in business or equivalent

Tools

MS Office

Job description

Transamerica is hiring a Client Engagement Specialist I to handle outbound customer interactions from a remote setting. You will introduce the Advice Center, assess client needs, and connect prospects with financial planning advisors.

The role emphasizes strong communication, multitasking, and teamwork to deliver an exceptional customer experience. The position may involve varied shifts and offers a comprehensive benefits package, including retirement and health coverage.