Client Engagement Specialist II

This is a fully remote position, open to applicants in United States.

📋 Description

• Acts as the primary contact for clients seeking financial advice regarding retirement, personal insurance, savings, and investment opportunities.

• Manage inbound and outbound calls, connecting prospects with financial planning and retirement planning advisors.

• Reach out to new customer prospects via phone, video, email, etc., to introduce the Advice Center and align customers with the right advisor; address routine to complex inquiries.

• Assist customers through the Transamerica customer journey; collect information and create customer profiles to understand and evaluate their needs.

• Arrange appointments with advisors for all types of products.

• Enable effective communication between the advisor team and customers to ensure their requirements are met promptly.

• Stay informed about product offerings to effectively communicate the value proposition to customers.

⛳️ Requirements

• A Bachelor’s degree in a business-related field or equivalent experience.

• A minimum of two years of experience in financial services and/or customer service.

• Knowledge of the financial services sector.

• Strong communication skills with a friendly and persuasive tone.

• Excellent listening abilities to identify and evaluate customer needs.

• Professional demeanor to represent the company in a virtual setting.

• Critical thinking and problem-solving capabilities.

• Ability to handle multiple tasks and collaborate effectively in a team environment.

• Proficiency in using MS Office applications.

• Preferred Qualifications: Familiarity with Transamerica products.

• Experience with CRM tools (Salesforce.com), automated workflow systems, and digital financial advice platforms.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Benefits Package

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

• Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year (typically aligning with New York Stock Exchange (NYSE) holidays).

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.

• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

• Adoption Assistance

• Employee Assistance Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs