Client Outreach, Retention Consultant

TIAA

Client Outreach/Retention Consultant working with clients to address financial needs and provide solutions. Engaging with clients through calls and collaboration with internal partners to drive retention.

Posted 7/2/2026full-timeCharlotte • North Carolina, 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
Provides appropriate solutions
Advocates for the organization's products and services
Receives inbound call transfers from the NCC of clients
Performs outreach calls to identified retention clients
Refers clients to the most appropriate advised solution based on client complexity and need
Communicates and educates internal business partners on process updates
Participates in proactive outreach campaigns

Requirements

What you’ll need

2+ Years Work Experience Required
FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
Business Development
Client Relationship Management
Collaboration
Consultative Communication
Continuous Improvement Mindset
Due Diligence
Practice Management Strategy

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

Consultative CommunicationCollaborationContinuous Improvement MindsetDue DiligencePractice Management Strategy

Certifications

FINRA Series 6 or 7FINRA Series 63Life and Health Insurance License