Serves as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options.
Triage inbound calls and place prospects with financial planning and retirement planning advisors.
Handle calls from new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer complex inquiries to higher level staff.
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 simple/routine customer requests.
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.

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 Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Client Engagement Specialist

Key skills