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Client Engagement Specialist – Outbound Sales
Transamerica. Handle calls from new customer prospects via phone, video, email, and other channels .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills by effectively handling inquiries and guiding customers through financial services. Proficient in communication and critical thinking to assess customer needs and facilitate connections with advisors.
Highest-signal resume keywords
Customer Service ExperienceFinancial Services Industry ExperienceCritical Thinking SkillsMS Office ProficiencyCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Friendly CommunicationListening SkillsProfessional DemeanorProblem-Solving SkillsMulti-Tasking Ability
Industry Keywords
Financial GuidanceRetirement PlanningPersonal InsuranceSavings OptionsInvestment Options
About the role
Key responsibilities & impact- 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 or routine customer requests
- Facilitate two-way communication with the advisor team
- Keep customer needs addressed in a timely manner
- Stay current on product offerings to identify their 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
What you’ll need- 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
- May work varied shifts
- Experience in the financial services industry (preferred)
- Customer service experience (preferred)
Benefits
Comp & perks- Annual bonus based on the Company Bonus Plan/Individual Performance
- 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 in the 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