Retention Consultant
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • North Carolina • Texas • United States
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Salary
💰 $64,000 - $87,200 per year
About the role
- Addresses client questions, assesses the client's financial needs, educates on relevant product benefits and provides appropriate solutions
- Performs outreach calls to identified retention clients while adhering to stated service level agreements
- Communicates and educates internal business partners on process updates and cross training
Requirements
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
- University (Degree) Preferred
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client communicationfinancial assessmenteducational skillssolution provisionoutreachadherence to service level agreementscross training
Certifications
FINRA Series 6FINRA Series 7FINRA Series 63Life and Health Insurance License