Client Engagement Specialist I (Outbound Sales)

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Engagement Specialist I (Outbound Sales) based in the United States. 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. 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.

Serve as an initial point of contact for prospective customers seeking information about retirement, personal insurance, savings, and investment solutions. Handle customer interactions through phone, video, email, and other available communication channels. Introduce customers to the Advice Center and assess their needs to determine the appropriate advisor or next step. Gather relevant customer information and create accurate profiles to support effective needs assessment and advisor matching. Schedule appointments with advisors for straightforward and routine customer requests.

Facilitate communication between customers and advisor teams to help ensure needs are addressed promptly. Maintain up-to-date knowledge of available products and services in order to communicate relevant value propositions to prospective customers. Deliver a professional, friendly, and consistent customer experience across all interactions. Collaborate effectively with colleagues while managing multiple customer interactions and priorities. Bachelor’s degree in a business-related field or equivalent combination of education and experience.

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. Ability to multitask effectively while maintaining accuracy and customer focus. 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.

Performance opportunities

Eligibility for an annual bonus based on the applicable bonus plan and individual performance, as well as performance incentives. 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. Family support:
Paid parental leave for eligible employees, adoption assistance, and backup care programs.

Financial and professional development

Tuition reimbursement, career training and development opportunities, employee discounts, and referral bonus programs. Employee support:
Employee Assistance Program and additional resources supporting personal and financial well-being. Community engagement:
Culture and inclusion:
Employee Resource Groups, inclusion and diversity programs, and employee recognition initiatives. Fully remote call-center environment, with varied shifts potentially required.

We use an
AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

Data Privacy Notice

By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. If you would like more information about how your data is processed, please contact us.