Client Outreach Retention Consultant

tiaa.jobs

Base: $30.77ph - $41.92ph; bonus/equity: pyrticipy...
Client outreach and retention
Financial services experience
Resolve client questions
The Client Outreach Retention Consultant works with clients who have indicated intent to transfer funds from the organization for purposes other than income

Job Summary

  • The Client Outreach Retention Consultant works with clients who have indicated intent to transfer funds from the organization for purposes other than income.
  • During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay.
  • Our Culture of Impact: We are on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.

Matching Summary

The Client Outreach Retention Consultant works with clients who have indicated intent to transfer funds from the organization for purposes other than income.

Salary

Base: $30.77/hr - $41.92/hr; Bonus/Equity: Participation in an incentive program linked to performance; Benefits: Comprehensive Total Rewards package including retirement, health, wellness, and work-life offerings.

Skills & Requirements

Must-have

  • Client outreach and retention
  • Financial services experience
  • Resolve client questions
  • Educate on investment options
  • Facilitate transfers
  • Advocate for organization's products

Nice-to-have

  • Continuous improvement mindset
  • Collaboration and teamwork
  • Consultative communication skills
  • Proactive outreach campaigns

Key Requirements

  • 2+ Years financial services experience
  • Series 6 or 7 & Series 63 FINRA license
  • Life & Health Insurance license within 120 days
  • University Degree Preferred

Work Rights

Not specified

Tailored Resume

Cover Letter