Client Engagement Specialist I (Outbound Sales) (Remote)

Summary

Transamerica is a financial services company providing insurance, retirement, savings, and investment solutions. The Client Engagement Specialist I serves as an initial contact for customers seeking financial guidance, manages prospect interactions, gathers customer information, schedules advisor appointments, and supports timely communication with advisors.

Responsibilities

• 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

Skills

• 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
• Customer service experience

Qualifications

Must Haves

• 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

Nice to Haves

• Experience in the financial services industry
• Customer service experience

Benefits

• Annual Bonus based on the Company Bonus Plan/Individual Performance, at Company discretion
• Performance incentives
• Bonus for Eligible Employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• 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, including Wellness Coaching and Reward Dollars
• 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
• Remote (Call Center) Environment