Transamerica is seeking a customer-focused advisor to serve as the first point of contact for clients seeking retirement, insurance, savings, and investment guidance from a remote call center.
You will triage inquiries, gather information, and schedule appointments with financial planning and retirement advisors, ensuring timely follow-up and accurate customer profiles. The role emphasizes up-to-date product knowledge and strong interpersonal skills.
#J-18808-LjbffrRemote Client Engagement Advisor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.