Client Outreach/Retention Consultant

TIAA

Client Outreach/Retention Consultant working with clients on fund transfers. Resolving inquiries and providing investment education while working closely with the organization's NCC.

Posted 7/3/2026full-timeDallas • 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 and provides appropriate solutions
Receives inbound call transfers from the NCC of clients that are at risk of leaving
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

University (Degree) Preferred
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

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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Hard Skills & Tools

Client Needs AssessmentProduct EducationSolution ProvisionOutreach CampaignsService Level Agreements

Soft Skills

CommunicationCollaborationProblem-Solving

Certifications

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