Client Engagement Specialist

Job Summary

Serving as the initial point of contact for customers, the full-time remote Client Engagement Specialist will handle inbound calls, triage inquiries, and match prospects with financial advisors while guiding customers through the Transamerica experience.

Key responsibilities

• Handle calls from new customer prospects to introduce the Advice Center and match customers with appropriate advisors
• Gather information to create customer profiles and identify needs for effective service
• Schedule appointments with advisors and facilitate communication to ensure timely responses to customer needs

Required qualifications

• Bachelor's degree in a business-related field or equivalent experience
• Professional demeanor to represent the company in a virtual environment
• Listening skills to identify and assess customer needs
• Ability to multi-task and work effectively in a team environment
• Proficiency using MS Office products