Remote Client Engagement Specialist Outbound Sales

Jobgether SRL; United States; Remote; USD 44,000 - 46,000; Full time

Benefits offered by this job

401(k) matching

Pension plan

Employee stock purchase plan

Medical, dental, vision insurance

PTO 160 hours + 10 holidays

Job summary

Jobgether SRL is seeking a Client Engagement Specialist I (Outbound Sales) for a fully remote role based in the United States. You will be the first point of contact for customers seeking retirement, insurance, savings, and investment guidance, engaging by phone, video, and email to connect clients with the right financial professional.

This role blends customer service, consultative communication, needs assessment, and appointment coordination, requiring strong listening, clear written and

Qualifications

• Bachelor's degree in a business-related field or equivalent combination of education and experience.
• Excellent verbal and written communication skills.
• Strong listening skills and ability to assess customer needs.
• Professional presence in virtual environments.
• Critical-thinking and problem-solving abilities.
• Ability to multitask and maintain accuracy under pressure.
• Team-oriented mindset and collaboration.
• Proficiency with Microsoft Office products and common workplace technology.
• Customer service experience is preferred.
• Experience in financial services is preferred.
• Availability to work varied shifts in a remote call-center environment.

Responsibilities

• Serve as an initial point of contact for prospective customers seeking information about retirement, personal insurance, savings, and investment solutions.
• Handle customer interactions through phone, video, email, and other communication channels.
• Introduce customers to the Advice Center and assess their needs to determine the appropriate advisor or next step.
• Gather relevant customer information and create accurate profiles to support needs assessment and advisor matching.
• Schedule appointments with advisors for straightforward and routine customer requests.
• Facilitate communication between customers and advisor teams to ensure needs are addressed promptly.
• Escalate complex questions to appropriately experienced team members.
• Maintain up-to-date knowledge of available products and services to communicate relevant value propositions.
• Deliver a professional, friendly, and consistent customer experience across all interactions.
• Collaborate effectively with colleagues while managing multiple interactions and priorities.

Skills

Verbal communication

Written communication

Active listening

Multitasking

Team collaboration

Problem solving

Education

Bachelor's degree in business or related field

Tools

Microsoft Office

Job description

Jobgether SRL is seeking a Client Engagement Specialist I (Outbound Sales) for a fully remote role based in the United States. You will be the first point of contact for customers seeking retirement, insurance, savings, and investment guidance, engaging by phone, video, and email to connect clients with the right financial professional.

This role blends customer service, consultative communication, needs assessment, and appointment coordination, requiring strong listening, clear written and