Client Engagement Specialist – Outbound Sales

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

📋 Description

• Manage incoming calls from potential new customers through phone, video, email, and various other channels.

• Present the Advice Center and connect customers with the suitable advisor.

• Escalate complex inquiries to senior staff members.

• Assist customers in navigating the Transamerica customer experience.

• Collect information and develop customer profiles to recognize and evaluate their needs.

• Arrange appointments with advisors for straightforward or routine customer inquiries.

• Promote two-way communication with the advisor team.

• Ensure customer needs are addressed promptly.

• Remain updated on product offerings to highlight their value to customers.

• Act as the primary contact for customers seeking financial advice concerning retirement, personal insurance, savings, and investment options.

• Prioritize incoming calls and connect prospects with financial planning and retirement planning advisors.

⛳️ Requirements

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

• Ability to communicate in a friendly and persuasive manner.

• Strong listening skills to identify and evaluate customer needs.

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

• Critical thinking and problem-solving abilities.

• Capacity to multi-task and collaborate within a team environment.

• Proficiency in using MS Office applications.

• Flexibility to work varied shifts.

• Experience in the financial services sector (preferred).

• Previous customer service experience (preferred).

🏝️ Benefits

• Annual bonus based on the Company Bonus Plan/Individual Performance.

• Performance-related incentives.

• Competitive salary.

• Pension Plan.

• 401k Match.

• Employee Stock Purchase Plan.

• Tuition Reimbursement.

• Disability Insurance.

• Medical Insurance.

• Dental Insurance.

• Vision Insurance.

• Employee Discounts.

• Opportunities for Career Training & Development.

• Paid Time Off starting at 160 hours annually in the first year of service.

• Ten (10) paid holidays each year.

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

• Fifteen (15) days of paid parental leave per calendar year for eligible employees with a minimum of one year of service.

• 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.