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. #J-18808-Ljbffr
Client Engagement Specialist I (Outbound Sales) (Fully Remote) in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.