Serves as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options. Triage inbound and outbound calls and place prospects with financial planning and retirement planning advisors.

Responsibilities

  • Initiate contact with new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; handle routine to complex inquiries.
  • Guide customers through the Transamerica customer experience; gather information and create customer profiles in order to identify and assess needs.
  • Schedule appointments with advisors for all product types.
  • Facilitate two-way communication with the advisor team to ensure customer needs are addressed in a timely manner.
  • Keep abreast of product offerings to better identify the value proposition to customers.


Qualifications

  • Bachelor’s degree in a business related field or equivalent experience.
  • Two years of experience in financial services and/or customer service.
  • Understanding of the financial services industry.
  • Ability to communicate in a friendly and persuasive manner.
  • Listening skills to identify and assess customer needs.
  • Professional demeanor to represent the company through a virtual environment.
  • Critical thinking and problem-solving skills.
  • Ability to multi-task and work in a team environment.
  • Proficiency using MS Office products.


Preferred Qualifications

  • Knowledge of Transamerica products.
  • Experience with CRM tools (Salesforce.com), automated workflow systems, and digital financial advice platforms.


Working Conditions

  • Remote (Call Center) Environment
  • May work varied shifts


 

Compensation 

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

Base Compensation:

The salary for this position ranges from $42,000 to $52,000 annually.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 5%. There is also a quarterly bonus opportunity.