[Remote] Client Engagement Specialist I

Note: The job is a remote job and is open to candidates in USA. Aegon is seeking a Client Engagement Specialist I to serve as the initial point of contact for customers seeking financial guidance. The role involves handling inbound calls, guiding customers through the service experience, and scheduling appointments with advisors.ResponsibilitiesHandle calls from new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer complex inquiries to higher level staffGuide customers through the Transamerica customer experience; gather information and create customer profiles in order to identify and assess needsSchedule appointments with advisors for simple/routine customer requestsFacilitate two-way communication with the advisor team to ensure customer needs are addressed in a timely mannerKeep abreast of product offerings to better identify the value proposition to customersSkillsBachelor's degree in a business related field or equivalent experienceAbility to communicate in a friendly and persuasive mannerListening skills to identify and assess customer needsProfessional demeanor to represent the company through a virtual environmentCritical thinking and problem-solving skillsAbility to multi-task and work in a team environmentProficiency using MS Office productsExperience in the financial services industryCustomer service experienceBenefitsAnnual Bonus based on the Company Bonus Plan/Individual PerformanceQuarterly bonus opportunityCompany OverviewAegon offers products and services in the life insurance, pension, retirement, and asset management fields. It was founded in 1983, and is headquartered in Den Haag, Zuid-Holland, NLD, with a workforce of 10001+ employees. Its website is https://www.aegon.com/.



Apply Now