Client Engagement Specialist I (Outbound Sales) (Fully Remote)

• Serve as the first point of contact for customers seeking retirement, insurance, and investment guidance.
• Assess needs via phone, video, and email, create profiles, and schedule advisor appointments.

What We're Looking For:

• Strong communication, listening, and critical-thinking skills with a professional presence.
• Customer service or financial services experience preferred; Microsoft Office proficiency required.

Why You'll Love It:

• Competitive compensation, annual bonus, and comprehensive benefits.
• Collaborative remote culture with wellness programs, PTO, and parental leave.

Not Specified

The company provides retirement, insurance, savings, and investment solutions, connecting customers with financial professionals. It fosters a collaborative, inclusive remote culture with a focus on customer experience and employee development.