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

  • Office/call center environment.
  • Schedule may vary to fulfill service levels during hours of operations.

Compensation

The salary for this position generally ranges between $42,000 - $48,000 annually/per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.