Money In Motion - Retention Consultant

TIAA

Base: $64,000pyr - $87,200pyr; bonus/equity: not s...
Client relationship management
Consultative communication skills
Business development experience
The Client Outreach Retention Consultant works with clients to address their financial needs and provide appropriate solutions

Job Summary

  • The Client Outreach Retention Consultant works with clients to address their financial needs and provide appropriate solutions.
  • This role involves receiving inbound calls and performing outreach to clients at risk of leaving the organization.
  • TIAA is committed to the well-being of its associates and offers a comprehensive Total Rewards package.

Matching Summary

The Client Outreach Retention Consultant works with clients to address their financial needs and provide appropriate solutions.

Salary

Base: $64,000/yr - $87,200/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Consultative communication skills
  • Business development experience

Nice-to-have

  • Continuous improvement mindset
  • Collaboration with internal partners
  • Proactive outreach campaigns

Key Requirements

  • 2+ years of relevant experience
  • FINRA registrations Series 6 or 7
  • Life and Health Insurance License required

Work Rights

Not specified

Tailored Resume

Cover Letter