Client Engagement Specialist II (work from home)
$42,000–$47,000 year
Remote · United States
Job Summary
Serves as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options. Triage inbound and outbound calls and place prospects with financial planning and retirement planning advisors. 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 all product types. 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.
Required Qualifications
- Bachelor’s degree in a business related field or equivalent experience
- Two years of experience in financial services and/or customer service
- Understanding of the financial services industry
- 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
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