Client Engagement Specialist I (Outbound Sales)

Accountabilities: Serve as an initial point of contact for prospective customers seeking information about retirement, personal insurance, savings, and investment solutions. Handle customer interactions through phone, video, email, and other available communication channels. Introduce customers to the Advice Center and assess their needs to determine the appropriate advisor or next step. Gather relevant customer information and create accurate profiles to support effective needs assessment and advisor matching. Schedule appointments with advisors for straightforward and routine customer requests. Facilitate communication between customers and advisor teams to help ensure needs are addressed promptly. Escalate complex questions or situations to appropriately experienced team members. Maintain up-to-date knowledge of available products and services in order to communicate relevant value propositions to prospective customers. Deliver a professional, friendly, and consistent customer experience across all interactions. Collaborate effectively with colleagues while managing multiple customer interactions and priorities. Requirements Bachelor’s degree in a business-related field or equivalent combination of education and experience. Strong verbal and written communication skills, with the ability to communicate in a friendly, professional, and persuasive manner. Excellent listening skills and the ability to identify, understand, and assess customer needs. Professional presence and confidence when representing the organization in a virtual environment. Strong critical-thinking and problem-solving abilities. Ability to multitask effectively while maintaining accuracy and customer focus. Ability to work collaboratively within a team-oriented environment. Proficiency with Microsoft Office products and common workplace technology. Customer service experience is preferred. Previous experience in the financial services industry is preferred. Availability to work varied shifts as required in a remote call-center environment. Benefits Base salary: Approximately $44,000–$46,000 annually, depending on qualifications, operational needs, and applicable compensation factors. Performance opportunities: Eligibility for an annual bonus based on the applicable bonus plan and individual performance, as well as performance incentives. Retirement benefits: Pension plan, 401(k) matching, and employee stock purchase plan. Health coverage: Medical, dental, vision, and disability insurance. Paid time off: 160 hours of PTO annually for employees in their first year, plus 10 paid holidays. Work-life and wellness: Holistic wellness program with wellness coaching and reward opportunities. Family support: Paid parental leave for eligible employees, adoption assistance, and backup care programs. Financial and professional development: Tuition reimbursement, career training and development opportunities, employee discounts, and referral bonus programs. Employee support: Employee Assistance Program and additional resources supporting personal and financial well-being. Community engagement: Paid volunteer hours and employee matching-gift opportunities. Culture and inclusion: Employee Resource Groups, inclusion and diversity programs, and employee recognition initiatives. Work arrangement: Fully remote call-center environment, with varied shifts potentially required.