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.
• 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.