Remote Client Engagement Specialist - Retirement

Not Specified; United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits

Remote culture

Wellness programs

PTO

Parental leave

Job summary

Not Specified is seeking a customer-focused retirement, insurance, and investment advisor to serve as the first point of contact. You will assess needs via phone, video, and email, create client profiles, and schedule advisor appointments.

The role emphasizes strong communication, listening and critical-thinking skills with a professional presence. Customer service or financial services experience is preferred; Microsoft Office proficiency is required.

Qualifications

• Strong communication, listening, and critical-thinking skills with a professional presence.

Responsibilities

• Serve as the first point of contact for customers seeking retirement, insurance, and investment guidance.
• Assess needs via phone, video, and email, create profiles, and schedule advisor appointments.

Skills

Communication skills

Active listening

Critical thinking

Professional presence

Tools

Microsoft Office

Job description

Not Specified is seeking a customer-focused retirement, insurance, and investment advisor to serve as the first point of contact. You will assess needs via phone, video, and email, create client profiles, and schedule advisor appointments.

The role emphasizes strong communication, listening and critical-thinking skills with a professional presence. Customer service or financial services experience is preferred; Microsoft Office proficiency is required.