Client Engagement Specialist I (Outbound Sales)

📋 Description

• Serve as an initial point of contact for prospective customers seeking information about
• Handle customer interactions through phone, video, email, and other available communication
• Introduce customers to the Advice Center and assess their needs to determine the appropriate
• Gather relevant customer information and create accurate profiles to support effective needs
• Schedule appointments with advisors for straightforward and routine customer requests.
• Facilitate communication between customers and advisor teams to help ensure needs are addressed

🎯 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
• 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.

🎁 Benefits

• Base salary: Approximately $44,000–$46,000 annually, depending on qualifications, operational
• Performance opportunities: Eligibility for an annual bonus based on the applicable bonus plan and
• 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.