Money In Motion - Retention Consultant

TIAA Jobs

Base: $64,000pyr - $87,200pyr; bonus/equity: not s...
Client relationship management
Consultative communication skills
Understanding of investment options
The Client Outreach Retention Consultant works with clients who intend to transfer funds

Job Summary

  • The Client Outreach Retention Consultant works with clients who intend to transfer funds.
  • The role involves educating clients on investment options and facilitating transfers.
  • TIAA is committed to the well-being of associates and offers a comprehensive Total Rewards package.

Matching Summary

The Client Outreach Retention Consultant works with clients who intend to transfer funds.

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
  • Understanding of investment options

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; Series 63
  • Life and Health Insurance License required

Work Rights

Not specified

Tailored Resume

Cover Letter