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Transamerica
Transamerica
5,001 – 10,000 Employees
H1B Visa SponsorConsultingFinanceHealthcare
Transamerica is a financial services company focused on helping individuals and employers prepare for long-term financial needs. Its offerings include life insurance, retirement planning, mutual funds, annuities, employee benefits, and investment management. The company works with individuals, institutions, employers, and financial advisors, providing research-based tools, education, and guidance with particular emphasis on retirement security and evolving financial needs.
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Client Engagement Specialist, Outbound Sales (Remote)

Connect prospective Transamerica customers with financial advisors and support inquiries involving retirement, insurance, savings, and investments. Manage prospect communications, assess needs, and coordinate appropriate advisor referrals.

USUnited States
$44,000 – $46,000 / year
RemoteFull-timeMiddleSeniorEnglish RequiredCustomer SuccessCustomer Success Manager

Description

  • Engage new customer prospects by phone, video, email, and other communication channels
  • Explain the Advice Center and connect customers with suitable advisors
  • Escalate complex questions to appropriately senior staff
  • Guide customers through the Transamerica service experience
  • Collect customer information and build profiles to assess individual needs
  • Arrange advisor appointments for straightforward or routine requests
  • Coordinate two-way communication between customers and the advisor team
  • Resolve or follow up on customer needs promptly
  • Maintain knowledge of current products and their value for customers
  • Act as the first contact for customers seeking guidance on retirement, personal insurance, savings, and investment products
  • Screen inbound calls and route prospects to financial planning and retirement planning advisors

Requirements

  • Bachelor’s degree in business or a related field, or equivalent experience
  • Friendly, persuasive communication style
  • Strong listening skills for identifying and evaluating customer needs
  • Professional presence when representing the company virtually
  • Critical-thinking and problem-solving ability
  • Capacity to manage multiple tasks in a collaborative team setting
  • Proficiency with Microsoft Office applications
  • Willingness to work varied shifts
  • Financial services industry experience preferred
  • Customer service experience preferred

Benefits

  • Annual bonus tied to the company bonus plan and individual performance
  • Performance-based incentives
  • Competitive compensation
  • Pension plan
  • 401(k) matching
  • Employee stock purchase plan
  • Tuition reimbursement
  • Disability insurance
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Employee discounts
  • Career training and development opportunities
  • Paid time off beginning at 160 hours annually during the first year
  • Ten paid holidays each year
  • Be Well holistic wellness program with wellness coaching and reward dollars
  • Fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service
  • Adoption assistance
  • Employee assistance program
  • Back-up care program
  • Paid time off for volunteer hours
  • Employee matching gifts program
  • Employee resource groups
  • Inclusion and diversity programs
  • Employee recognition program
  • Referral bonus programs

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