Client Engagement Specialist
Transamerica
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $44,000 - $46,000 per year
About the role
- Serves as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options.
- Triage inbound calls and place prospects with financial planning and retirement planning advisors.
- Handle calls from new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer complex inquiries to higher level staff.
- 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 simple/routine customer requests.
- 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.
Requirements
- Bachelor’s degree in a business related field or equivalent experience.
- 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.
- Experience in the financial services industry (preferred).
- Customer service experience (preferred).
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 mirroring the 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 to 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial guidancecustomer profilingappointment schedulingneeds assessment
Soft Skills
communicationlisteningcritical thinkingproblem-solvingmulti-taskingteamworkprofessional demeanorpersuasiveness