Client Engagement Manager - RiverSource
Core
Educate clients on the implications of surrendering or transferring annuity, life insurance, or disability contracts, including fees and product features.
Role type
Client Engagement Manager (Financial Services)
Builds
Client retention and informed decision-making for annuity and insurance products
Domain
Financial Services / Insurance / Annuities
Deliverable
client delivery
Required skills
outbound calling, inbound calling, contract review, product education, time management
Preferred skills
direct sales experience, phone sales
Technologies
multiple sources/systems
Responsibilities
Make outbound calls to clients requesting contract transfers to educate on surrender impacts; Take inbound calls from clients wishing to cash surrender contracts; Review contract features from multiple sources to understand product details; Collaborate with other areas to ensure clients are fully serviced through transactions.