Client Engagement Specialist II (work from home)

Job Family Customer Service About Us   At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.    Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.   Who We Are   We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .    Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.   We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.   What We Do   Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.   Transamerica employs nearly 7 ,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com .    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. Job Description Responsibilities 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. Qualifications 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. Preferred Qualifications Knowledge of Transamerica products. Experience with CRM tools (Salesforce.com), automated workflow systems, and digital financial advice platforms. Working Conditions Remote (Call Center) Environment May work varied shifts Compensation  **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**   Base Compensation: The salary for this position ranges from $42,000 to $47,000 annually. Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 5%. There is also a quarterly bonus opportunity. What We Offer    For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.  Compensation Benefits  Competitive Pay  Bonus for Eligible Employees  Benefits Package  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 for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company 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