Client Engagement & Retirement Education Specialist

TIAA; Charlotte (NC); On-site; USD 77,000 - 110,000; Full time

Job summary

TIAA seeks a client retention and growth specialist to engage clients, prospects, and plan participants, delivering retirement education and on-demand financial advice across a broad range of TIAA products. You will convert opportunities and at-risk accounts into retained, growing relationships through trusted, timely guidance.

In a collaborative, sales-oriented environment, you will manage pipelines, meet retention and growth goals, coordinate referrals to Wealth Advisors, and build lasting

Qualifications

• 3+ years of relevant experience; 5+ years preferred.
• FINRA Series 7 and Series 63 registrations.
• Life and Health Insurance License (National).

Responsibilities

• Engages clients primarily through assigned leads and proactive outreach to retain clients identified as at risk of moving assets to another provider.
• Delivers a mix of retirement education and on-demand advice tailored to the client’s needs.
• Counsels clients on retirement planning strategies, tax-deferred annuities, pensions, IRAs, mutual funds and life insurance, focusing on retention and asset consolidation.
• Fields inbound calls and follow-ups, identifying needs and developing tailored recommendations.
• Develops and manages a sales and retention pipeline to retain and grow assets.
• Meets or exceeds performance goals including asset retention, asset growth, lead conversion, and client satisfaction.
• Identifies clients with complex needs and makes timely referrals to Wealth Advisors and internal partners.

Skills

Client relationship management

Business development

Sales

Consultative communication

Wealth management

Retirement planning

Financial advice

Collaboration

Education

University degree preferred

Job description

TIAA seeks a client retention and growth specialist to engage clients, prospects, and plan participants, delivering retirement education and on-demand financial advice across a broad range of TIAA products. You will convert opportunities and at-risk accounts into retained, growing relationships through trusted, timely guidance.

In a collaborative, sales-oriented environment, you will manage pipelines, meet retention and growth goals, coordinate referrals to Wealth Advisors, and build lasting