Client Engagement Specialist I – Outbound Sales

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $44k - $46k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• Handle calls from new customer prospects via phone, video, email, and other channels • 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 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 promptly • Keep abreast of product offerings to better identify the value proposition to customers • Serve 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

🎯 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 • May work varied shifts

🏖️ Benefits

• Annual bonus based on the Company Bonus Plan/Individual Performance, at Company discretion • Performance incentives • Competitive pay • 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 • 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 • 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