Financial Services Professional

2 days ago


Rocklin, California, United States TEKsystems Full time

We are seeking a skilled Financial Services Professional to join our team as a CUSTOMER ENGAGEMENT SPECIALIST. This role will be based in Rocklin, CA and is a fully onsite position.

About the Role:

In this dynamic role, you will be responsible for providing exceptional customer service to members, supporting inbound calls, and performing financial transactions. You will also be expected to proactively identify and recommend the best products and services to meet members' needs, maintaining a deep knowledge of our services such as insurance, investments, and mortgage.

You will work closely with clients to understand their requirements, provide personalized solutions, and ensure that they receive the highest level of service. Your excellent communication skills, both written and verbal, will enable you to effectively interact with clients, respond to their inquiries, and resolve any issues promptly.

This is a performance-based environment where you will have the opportunity to grow professionally, develop new skills, and take on additional responsibilities as you progress in your career.

What We Offer:
  • A competitive estimated salary range of $43,264 - $46,259 per year, based on experience and qualifications
  • A comprehensive benefits package, including medical, dental, vision coverage, 401K matching, Paid Time Off, and more
  • Opportunities for growth and development within the company
  • A collaborative and dynamic work environment
Requirements:

To be successful in this role, you will need to possess:

  • A minimum of one year of previous experience in a fast-paced sales/upselling environment
  • Experience working in a performance-based environment with individual sales goals and metrics
  • Strong critical thinking and decision-making skills, with the ability to listen to client needs and suggest appropriate solutions
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment
About Us:

We are TEKsystems, a leading provider of full-stack technology services, talent services, and real-world application. Our company values partnership, transformation, and innovation, and we strive to create a positive impact in the communities we serve.

We are an equal opportunity employer and welcome applications from diverse candidates who share our values and commitment to excellence.



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