Client Outreach Retention Consultant

TIAA

Client Outreach Retention Consultant at TIAA addressing client questions and financial needs. Engaging with clients on investment options, transfers, and advocating for organizational solutions.

Posted 6/16/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $71,800 - $77,000 per yearWebsite

About the role

Key responsibilities & impact

Addresses client questions, assesses the client's financial needs, educates on relevant product benefits and provides appropriate solutions
Receives inbound call transfers from the NCC of clients that are at risk of leaving and/or clients interested in learning more about and engaging with the organization's advisory services
Performs outreach calls to identified retention clients while adhering to stated service level agreements
Refers clients to the most appropriate advised solution based on client complexity and need for engagement, advice and retention
Communicates and educates internal business partners on process updates and cross training
Participates in proactive outreach campaigns and/or pilot programs, as necessary

Requirements

What you’ll need

2+ Years Required
3+ Years Preferred
FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (National) - Multiple Issuers required within 120 Days

Benefits

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client communicationfinancial needs assessmenteducating clientssolution provisionoutreachcross trainingprocess updates

Certifications

Series 6Series 7Series 63Life and Health Insurance License