Asset Retention & Growth Consultant

TIAA; Dallas (TX); On-site; USD 77,000 - 110,000; Full time

Job summary

TIAA is seeking a Client Engagement Consultant in Dallas to retain and grow client assets by delivering retirement education and on-demand financial advice. The role blends product education with in-the-moment recommendations, handling both assigned leads and high-retention risk accounts.

The successful candidate will counsel on retirement strategies, accounts, and insurance products while building trust and driving conversion through responsive service and proactive outreach.

Qualifications

• Strong client engagement and retention experience in financial services.
• Ability to convert opportunities into retained and growing client relationships.
• Knowledge of retirement education and financial product guidelines.

Responsibilities

• Engages clients through assigned leads and proactive retention outreach.
• Delivers retirement education and on-demand advice to meet client needs.
• Counsels on retirement planning, IRAs, 403(b) plans, and life insurance with retention focus.
• Fields inbound calls and follow-ups, identifies needs and retention risk.
• Manages sales and retention pipeline to close and expand assets.
• Meets asset retention/growth targets and contributes to wealth referrals.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Practice Management Strategy

Prioritizes Effectively

Quantitative Analysis

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Management

Education

University (Degree) Preferred

Job description

TIAA is seeking a Client Engagement Consultant in Dallas to retain and grow client assets by delivering retirement education and on-demand financial advice. The role blends product education with in-the-moment recommendations, handling both assigned leads and high-retention risk accounts.

The successful candidate will counsel on retirement strategies, accounts, and insurance products while building trust and driving conversion through responsive service and proactive outreach.