Client Outreach Retention Consultant

TIAA; Charlotte (NC); On-site; USD 72,000 - 77,000; Full time

Job summary

Nuveen is seeking a Client Outreach Retention Consultant in Charlotte, NC. You will engage with clients considering transferring funds, educate on investment options, and guide them toward retention and advisory solutions.

The role starts with training, pays hourly during the introductory period, and will transition to a salaried exempt position with 40-hour weeks. Applicable FINRA licenses and insurance credentials are required.

Qualifications

• University degree or higher preferred.
• 2+ years relevant experience; 3+ years preferred.
• FINRA registrations: Series 6 or 7; Series 63; Life & Health Insurance license.

Responsibilities

• Addresses client questions, assesses financial needs, educates on product benefits, and offers appropriate solutions.
• Receives inbound call transfers from NCC clients at risk of leaving or seeking advisory services.
• Performs outbound outreach calls to retention clients per service levels.
• Refer clients to the most suitable advised solution based on complexity and engagement needs.
• Communicates process updates and trains internal partners on changes.
• Participates in proactive outreach campaigns and pilot programs as needed.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Practice Management Strategy

Prioritizes Effectively

Quantitative Analysis

Retirement Planning

Sales

TIAA Products/Services Acumen

Wealth Management

Education

University degree preferred

Job description

Client Outreach Retention ConsultantThis website uses cookies to improve your browsing experience. Continue browsing or dismiss this message to accept.### Client Outreach Retention ConsultantApply: Charlotte, NC, USA: Full time: Posted Yesterday: End Date: November 6, 2026 (5 days left to apply): R260900206**Client Outreach Retention Consultant** The Client Outreach Retention Consultant works with clients who have indicated intent to transfer funds from the organization for purposes other than income. Under general supervision, this job works in partnership with the organization's National Contact Center (NCC) and advisory business partners and is responsible for resolving client questions, educating clients regarding investment options and requirements, facilitating transfers, and positioning the organization's solutions when appropriate.During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, based on the client-facing duties of the position, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. **Key Responsibilities and Duties*** 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.**Educational Requirements*** University (Degree) Preferred**Work Experience*** 2+ Years Required; 3+ Years Preferred**FINRA Registrations*** SRC Indicator: Series 6 or 7; Series 63**Licenses and Certifications*** Life and Health Insurance License (National) - Multiple Issuers required within 120 Days**Physical Requirements*** Physical Requirements: Sedentary Work **Career Level** 6IC Related SkillsBusiness 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**Anticipated Posting End Date:**2026-11-06Base Pay Range: $71,800/yr - $77,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).