Client Engagement Specialist II

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $42k - $47k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💸 Finance

Finance • Insurance • Retirement

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

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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