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.