More jobs:
Client Engagement Specialist ; Outbound Sales); Fully Remote
Remote / Online - Candidates ideally in
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listed on 2026-10-04
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listing for:
Not Specified
Remote/Work from Home
position Listed on 2026-10-04
Job specializations:
-
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
- Serve as the first point of contact for customers seeking retirement, insurance, and investment guidance.
- Assess needs via phone, video, and email, create profiles, and schedule advisor appointments.
What We're Looking For:
- Strong communication, listening, and critical-thinking skills with a professional presence.
- Customer service or financial services experience preferred;
Microsoft Office proficiency required.
Why You'll Love It:
- Competitive compensation, annual bonus, and comprehensive benefits.
- Collaborative remote culture with wellness programs, PTO, and parental leave.
The company provides retirement, insurance, savings, and investment solutions, connecting customers with financial professionals. It fosters a collaborative, inclusive remote culture with a focus on customer experience and employee development.
We are currently recruiting a Client Engagement Specialist I (Outbound Sales) (Fully Remote) for our team in United States.
We appreciate your interest in this position.
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