Client Engagement Specialist II

🕒 Junho 10

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $42.000 - $47.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🏆 Sucesso do Cliente

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Transamerica

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 1904

💼 Consultoria

🏥 Saúde

💸 Finanças

Consulting • Healthcare • Finance

A Transamerica é uma empresa de serviços financeiros que oferece uma ampla gama de produtos e serviços, incluindo seguro de vida, planejamento de aposentadoria, fundos mútuos, anuidades e benefícios para funcionários. O objetivo é ajudar as pessoas a planejar seu futuro financeiro e viver suas melhores vidas, oferecendo ferramentas, educação e orientação baseadas em pesquisa. A Transamerica trabalha com instituições e consultores para fornecer soluções e serviços projetados para atender às necessidades em evolução de indivíduos e empregadores. A empresa também foca na segurança da aposentadoria e na gestão de investimentos, enfatizando a inovação e a liderança na indústria financeira.

Descrição

• 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. • Initiate contact with new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; handle routine to complex inquiries. • 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.

🎯 Requisitos

• 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. • Preferred Qualifications: Knowledge of Transamerica products. • Experience with CRM tools (Salesforce.com), automated workflow systems, and digital financial advice platforms.

🏖️ Benefícios

• 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