Client Outreach & Retention Advisor

TIAA; Dallas (TX); Presencial; USD 72.000 - 77.000; Jornada completa

Descripción de la vacante

TIAA is seeking a Client Outreach Retention Consultant to engage at-risk clients and educate them on investment options and requirements. You will collaborate with the NCC and advisory partners to resolve questions, facilitate transfers, and position our solutions when appropriate.

Initial training is provided; the role shifts to a salaried exempt status after training, preserving a 40-hour workweek and overtime eligibility only during the training period.

Formación

• 2+ years in client outreach or retention roles.
• FINRA Series 6/7; Series 63 registrations.
• Life and Health Insurance License (National) required.

Responsabilidades

• Addresses client questions, assesses the client's financial needs, educates on relevant product benefits and provides appropriate solutions while advocating for the organization's products and services.
• Receives inbound call transfers from the NCC of clients that are at risk of leaving and/or clients interested in learning more about and engaging with the organization's advisory services.
• Performs outreach calls to identified retention clients while adhering to stated service level agreements.
• Refers clients to the most appropriate advised solution based on client complexity and need for engagement, advice and retention.
• Communicates and educates internal business partners on process updates and cross training.
• Participates in proactive outreach campaigns and/or pilot programs, as necessary.

Conocimientos

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

Educación

University degree

Descripción del empleo

TIAA is seeking a Client Outreach Retention Consultant to engage at-risk clients and educate them on investment options and requirements. You will collaborate with the NCC and advisory partners to resolve questions, facilitate transfers, and position our solutions when appropriate.

Initial training is provided; the role shifts to a salaried exempt status after training, preserving a 40-hour workweek and overtime eligibility only during the training period.