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Client Engagement Specialist

2 months ago

Vancouver, Washington, United States Pettis Webber Pacific P.S. Full time


Our organization is in search of a remarkable individual to support our efforts in surpassing new client objectives by serving as a friendly voice for potential clients reaching out through various channels. If you are a naturally empathetic communicator who enjoys engaging with individuals over the phone and has a passion for uplifting others, we encourage you to consider this opportunity.

The Client Engagement Specialist we are looking for will be tasked with interacting with prospective clients, striking a balance between warmth and professionalism to cultivate trust and confidence in our organization. We seek someone who embodies authenticity while connecting with others and demonstrates a sincere desire to forge meaningful relationships.

Why Choose Us?
  • Be part of a nurturing and collaborative team atmosphere.
  • Opportunities for professional advancement and skill development.
  • Competitive compensation and benefits package.
  • Meaningful work that positively impacts our clients.
  • A dynamic and enjoyable work environment.
This is a FULL-TIME position with options for REMOTE or IN-OFFICE work. Initially, the selected candidate will be required to work in the office for the first two months, after which they may choose to work remotely or continue in-office.

Key Responsibilities

•Conduct Intake Conversations: Engage in intake conversations with clients, showcasing a passion for meaningful dialogue over the phone. Collect pertinent information with a compassionate and understanding approach.

•Schedule Quality Consultations: Arrange quality consultations, utilizing strong interpersonal skills and emotional intelligence to connect and build rapport, ensuring comfort in discussing personal and financial matters.

•Empower Clients: Focus on empowering clients rather than simply assisting them, providing support and guidance while respecting their autonomy and decision-making process.

•Attention to Detail: Maintain a meticulous approach, ensuring accuracy and completeness in client records, intake forms, and appointment scheduling.

•Technical Proficiency: Utilize technical skills and/or be willing to learn systems to effectively manage client information, appointments, and follow-up tasks.

•Intuition and Insight: Employ intuition and insightful thinking to anticipate client needs and preferences, providing personalized support and recommendations to enhance their experience.

•Lead Outreach: Conduct outreach to potential clients, engaging them with charm and professionalism to generate interest and schedule appointments.

•Support Educational Events: Assist in supporting seminars and webinars, demonstrating professionalism and enthusiasm in engaging with participants and providing administrative assistance as needed.

Qualifications

•Ability to manage a high volume of incoming calls and time on the phone.

•Ability to relate to and work with the elderly, their families, and caregivers.

•Display a willingness to learn and grow, actively seeking opportunities to expand knowledge and skills to better serve clients and support the sales team.

•Knowledge of modern office equipment and proficient computer skills.

•Demonstrate high follow-through on commitments made during client interactions, ensuring that promises are fulfilled promptly.

•Exhibit a proactive attitude and a passion for taking action and addressing client needs to make a positive impact.

•Show high emotional intelligence during client interactions, with the ability to navigate discussions about sensitive topics such as finances, assets, goals, and health with compassion and directness.

•Prior experience in customer service and/or inbound sales.

•Ability to thrive in a fast-paced environment.

•High school diploma, with some secondary education or training.

In-office Requirements:

•Business attire is required.

•Must be able to lift 25 pounds from floor to overhead.

•Must possess a valid driver's license and driving insurance coverage.

•A current Notary Public license is required (or the ability to obtain one).

Remote Position Requirements:

•We seek individuals who can work independently without constant supervision.

•A stable internet connection is essential for effective communication and productivity.

•A dedicated workspace that ensures privacy and confidentiality is required.

•This position requires a U.S.-based location.