Client Retention & Advisory Consultant

Tiaa; Dallas (TX); On-site; USD 72,000 - 77,000; Full time

Job summary

TIAA in Dallas, TX seeks a Client Outreach Retention Consultant to resolve client questions, educate on investment options, facilitate transfers, and position our financial solutions. The role begins with hourly pay during training, shifting to salaried exempt status after training, with eligibility for incentives.

Responsibilities include handling inbound NCC transfers, proactive outreach, and coordinating with advisory partners. Licensing and registrations are required to support client needs.

Qualifications

• University degree preferred.
• 2+ years experience; 3+ preferred.
• FINRA registrations: Series 6 or 7; Series 63; Life and Health Insurance License (National) - multiple issuers within 120 days.

Responsibilities

• Addresses client questions and educates on investment options and product benefits.
• Receives inbound calls from NCC for retention and advisory services.
• Performs outreach calls to retention clients to engage with advisory solutions.
• Refers clients to appropriate advised solutions based on client complexity and needs.
• Educates internal partners on processes and updates; participates in outreach campaigns.

Skills

Client relationships

Consultative communication

Sales

Wealth management

Business development

Client relationship management

Collaboration

Continuous improvement mindset

Due diligence

Practice management strategy

Prioritizes effectively

Quantitative analysis

Retirement planning selling

TIAA products/services acumen

Education

University (Degree) Preferred

Job description

TIAA in Dallas, TX seeks a Client Outreach Retention Consultant to resolve client questions, educate on investment options, facilitate transfers, and position our financial solutions. The role begins with hourly pay during training, shifting to salaried exempt status after training, with eligibility for incentives.

Responsibilities include handling inbound NCC transfers, proactive outreach, and coordinating with advisory partners. Licensing and registrations are required to support client needs.