Client Engagement Specialist II; work from home

Job Description Summary

Serves as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options. Triage inbound and outbound calls and place prospects with financial planning and retirement planning advisors.

• Initiate contact with new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; handle routine to complex inquiries.
• 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 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.

• 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.
• 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.
• Experience with CRM tools (), automated workflow systems, and digital financial advice platforms.

Remote (Call Center) Environment. May work varied shifts.

The salary for this position ranges from $42,000 to $47,000 annually. This position is also typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance at a rate of 5%, with a quarterly bonus opportunity.

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually
• Ten paid holidays per year
• Be Well holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• 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
• Inclusion & Diversity