Unknown Company

Remote Client Engagement Specialist - Financial Guidance

workfromhome • Posted 6 days ago
Remote Full Time Office and Administrative Support Occupations

Aegon is seeking a Client Engagement Specialist (Outbound Sales) to work remotely from the United States. You will triage inquiries, match prospects with financial planning advisors, and guide customers through retirement, insurance, savings and investments options.

Responsibilities include handling calls, gathering information to create profiles, scheduling advisor appointments, and ensuring timely follow-up with the team.

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Remote Client Engagement Specialist - Financial Guidance in workfromhome at Unknown Company

This position is listed as full time and able to be worked remotely.

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