Client Engagement Specialist I (Outbound Sales)
New
J
JobgetherFinancial services
Based in the United StatesFull-TimeEntry
SalaryApproximately $44,000–$46,000 annually, depending on qualifications, operational needs, and applicable compensation factors. Eligibility for an annual bonus based on the applicable bonus plan and individual performance, as well as performance incentives.
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Job Details
- Required Skills
- Microsoft OfficeProblem SolvingCustomer serviceWritten communicationCritical thinkingVerbal communication
Requirements
- Have a bachelor’s degree in a business-related field or an equivalent combination of education and experience.
- Demonstrate strong verbal and written communication skills and communicate in a friendly, professional, and persuasive manner.
- Use strong listening skills to identify, understand, and assess customer needs.
- Present yourself professionally and confidently in a virtual environment.
- Demonstrate critical-thinking and problem-solving abilities.
- Multitask effectively while maintaining accuracy and customer focus.
- Work collaboratively within a team-oriented environment.
- Be proficient with Microsoft Office products and common workplace technology.
- Be available to work varied shifts as required in a remote call-center environment.
- Customer service experience is preferred.
- Previous experience in the financial services industry is preferred.
Responsibilities
- Serve as an initial point of contact for prospective customers seeking information about retirement, personal insurance, savings, and investment solutions.
- Handle customer interactions through phone, video, email, and other available communication channels.
- Introduce customers to the Advice Center and assess their needs to determine the appropriate advisor or next step.
- Gather relevant customer information and create accurate profiles to support needs assessment and advisor matching.
- Schedule appointments with advisors for straightforward and routine customer requests.
- Facilitate communication between customers and advisor teams.
- Escalate complex questions or situations to appropriately experienced team members.
- Maintain up-to-date knowledge of available products and services to communicate relevant value propositions.
- Deliver a professional, friendly, and consistent customer experience across interactions.
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