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TIAA is seeking a Client Outreach Retention Consultant to engage with clients considering transferring funds, assisting them with inquiries, educating them on investment options, and promoting TIAA's services. The ideal candidate should have at least two years of financial services experience and relevant FINRA licenses, with a commitment to client satisfaction and retention.
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Job Summary
The role involves addressing client questions, assessing financial needs, and educating clients on investment options to prevent fund transfers.
Candidates will receive initial training on TIAA products before transitioning from an hourly non-exempt status to a salaried exempt status.
TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.
Matching Summary
Match Score: 75
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TIAA is seeking a Client Outreach Retention Consultant to engage with clients considering transferring funds, assisting them with inquiries, educating them on investment options, and promoting TIAA's services. The ideal candidate should have at least two years of financial services experience and relevant FINRA licenses, with a commitment to client satisfaction and retention.
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Salary
Base: $64,000/yr - $87,200/yr; Bonus: Participation in incentive programs possible; Benefits: Comprehensive Total Rewards including retirement and health offerings