[Remote] Client Engagement Specialist I
Note: The job is a remote job and is open to candidates in USA. Aegon is seeking a Client Engagement Specialist I to serve as the initial point of contact for customers seeking financial guidance. The role involves handling inbound calls, guiding customers through the service experience, and scheduling appointments with advisors.
Responsibilities
- Handle calls from new customer prospects (via phone, video, email, etc.) to 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 in order 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 in a timely manner
- Keep abreast of product offerings to better identify the value proposition to customers
Skills
- 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
- Customer service experience
Benefits
- Annual Bonus based on the Company Bonus Plan/Individual Performance
- Quarterly bonus opportunity
Company Overview