Transamerica is seeking a Customer Service professional to serve as the first point of contact for customers seeking financial guidance on retirement, personal insurance, and investments. You will triage calls, gather information, and route to the appropriate financial planning advisor.
In a remote call center environment, you will support scheduling, profiling, and ongoing customer engagement while staying current on product offerings and company policies.
#J-18808-LjbffrRemote Client Engagement Advisor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.