Client Engagement Specialist II
New
United StatesFull-TimeMiddle
Salary$42,000 to $47,000 annually
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Job Details
- Experience
- Two years of experience in financial services and/or customer service.
- Required Skills
- SalesforceProblem SolvingCustomer serviceMS OfficeCritical thinkingCRM
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.
- Strong 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.
- Knowledge of Transamerica products (preferred).
- Experience with CRM tools (Salesforce.com), automated workflow systems, and digital financial advice platforms (preferred).
Responsibilities
- Initiate contact with new customer prospects via phone, video, or email to introduce the Advice Center.
- Guide customers through the company experience, gathering information and creating customer profiles to 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.
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