Client Engagement Specialist I (Outbound Sales)
Benefits
4w PTO
Similar Jobs
See allCustomer Service
Transamerica
US
Communication
Listening
Critical Thinking
Virtual Client Services Associate
Global Elite Empire Consultants
US
Communication
Sales
Video Conferencing
At-Home Client Enrollment Associate
Global Elite Empire Consultants
Global
Communication
Sales
Customer Service
Client Experience Specialist
Global Elite Empire Consultants
US
Customer Service
Communication
Time Management
Client Benefits Representative
Global Elite Empire Consultants
Communication
Sales
Time Management
What You'll Do:
- Serve as the first point of contact for customers seeking retirement, insurance, and investment guidance.
- Assess needs via phone, video, and email, create profiles, and schedule advisor appointments.
What We're Looking For:
- Strong communication, listening, and critical-thinking skills with a professional presence.
- Customer service or financial services experience preferred; Microsoft Office proficiency required.
Why You'll Love It:
- Competitive compensation, annual bonus, and comprehensive benefits.
- Collaborative remote culture with wellness programs, PTO, and parental leave.
Not Specified
The company provides retirement, insurance, savings, and investment solutions, connecting customers with financial professionals. It fosters a collaborative, inclusive remote culture with a focus on customer experience and employee development.