Client Engagement Specialist I (Outbound Sales)

This remote role serves as an important first point of contact for customers seeking guidance around retirement, insurance, savings, and investment solutions.
You will engage with prospective customers across phone, video, and email while helping connect them with the right financial professional.
The position combines customer service, consultative communication, needs assessment, and appointment coordination.
You will gather customer information, understand their needs, and create profiles that support effective advisor matching.
Success requires a persuasive yet approachable communication style, strong listening skills, and sound judgment.
You will work in a collaborative virtual call-center environment with opportunities to build knowledge of financial products and customer engagement practices.
The role is well suited to someone who enjoys helping people, managing multiple interactions, and creating positive customer experiences.

• 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.