The Client Outreach Retention Consultant resolves client questions, educates clients regarding investment options and requirements, facilitates transfers, and positions the organization's solutions
Job Summary
The Client Outreach Retention Consultant resolves client questions, educates clients regarding investment options and requirements, facilitates transfers, and positions the organization's solutions.
This role involves addressing client questions, assessing financial needs, educating on product benefits, and advocating for TIAA's products and services.
TIAA offers a comprehensive Total Rewards package designed to make a positive difference in the lives of its associates, including a superior retirement program and competitive health, wellness, and work-life offerings.
Matching Summary
The Client Outreach Retention Consultant resolves client questions, educates clients regarding investment options and requirements, facilitates transfers, and positions the organization's solutions.
Salary
Base: $30.77/hr - $41.92/hr; Bonus/Equity: Incentive program linked to performance; Benefits: Comprehensive Total Rewards package