Transamerica
Transamerica
Transamerica — жеке тұлғалар мен жұмыс берушілерге ұзақ мерзімді қаржылық қажеттіліктерге дайындалуға көмектесуге бағытталған қаржылық қызметтер компаниясы. Оның ұсыныстарына өмірді сақтандыру, зейнетақыны жоспарлау, өзара қорлар, аннуитеттер, қызметкерлерге берілетін жеңілдіктер және инвестицияларды басқару кіреді. Компания жеке тұлғалармен, мекемелермен, жұмыс берушілермен және қаржылық кеңесшілермен жұмыс істеп, зерттеулерге негізделген құралдар, білім беру және кеңес ұсынады. Бұл ретте зейнетақы қауіпсіздігіне және өзгеріп отыратын қаржылық қажеттіліктерге ерекше мән береді.

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.

Сипаттама

  • 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

Талаптар

  • 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

Артықшылықтар

  • 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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