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Client Outreach Retention Consultant
TIAAClient Outreach Retention Consultant working at TIAA, resolving client inquiries and facilitating fund transfers while educating clients on investment options. Handling outreach calls and client needs.
Posted 5/19/2026full-timeFrisco • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $31 - $42 per hourWebsite
About the role
Key responsibilities & impact- Works with clients to resolve questions and educate on investment options
- Facilitates transfers and positions solutions when appropriate
- Participates in proactive outreach campaigns
Requirements
What you’ll need- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- Series 6 or 7; Series 63 Licenses and Certifications
- Life and Health Insurance License (National) required within 120 Days
Benefits
Comp & perks- Comprehensive Total Rewards package
- Superior retirement program
- Competitive health and wellness offerings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client resolutioneducationproactive outreach
Certifications
Series 6Series 7Series 63Life and Health Insurance License