Client Engagement Specialist II
Job Family
Customer ServiceAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Job Description Summary
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.Job Description
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.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica’s Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
If you're looking for an exciting opportunity to inspire and guide others as a Client Engagement Specialist II at Transamerica, you've come to the right place! In this role, you will be the first touchpoint for customers seeking financial guidance related to retirement, personal insurance, and investment options. Your day-to-day will involve engaging with promising new customer prospects through phone, video, and email, where you'll introduce them to our Advice Center and connect them to the right advisors. One of the things that makes Transamerica stand out is our focus on collaboration and support, so you'll be working closely with a dedicated team to ensure that every customer experience is top-notch. Collecting information to create customer profiles and effectively triaging inquiries is part and parcel of your responsibilities. We’re looking for someone who is not only knowledgeable about financial services but also possesses a friendly demeanor, listening skills, and the ability to think critically. You’ll be equipped with the best tools and resources, including our CRM platforms, which enable you to truly make a difference in our customers' lives. With competitive compensation and an extensive benefits package, including a 401(k) match and a robust wellness program, we truly value our employees' well-being. If you're ready to take your career to the next level while helping others create the financial freedom they desire, then we can't wait for you to join our team at Transamerica!
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