Client Engagement Specialist

Serving as the initial point of contact for customers, the full-time remote Client Engagement Specialist will handle inbound calls, triage inquiries, and match prospects with financial advisors while guiding customers through the Transamerica experience. Key responsibilities Handle calls from new customer prospects to introduce the Advice Center and match customers with appropriate advisors Gather information to create customer profiles and identify needs for effective service Schedule appointments with advisors and facilitate communication to ensure timely responses to customer needs Required qualifications Bachelor's degree in a business-related field or equivalent experience Professional demeanor to represent the company in a virtual environment Listening skills to identify and assess customer needs Ability to multi-task and work effectively in a team environment Proficiency using MS Office products