[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