Client Retention & Advisory Specialist

CFP Board of Standards Inc.; Frisco, Northern (TX, KY); Hybrid; USD 72,000 - 77,000; Full time

Job summary

The Client Outreach Retention Consultant role at TIAA engages with clients considering transferring funds and partners with the National Contact Center and advisory teams to resolve questions, educate on investment options, facilitate transfers, and position TIAA solutions as appropriate.

During training, the position is non-exempt and paid hourly with overtime eligibility; after training the role is exempt and salaried.

Qualifications

• 2+ years in financial services or client retention.
• FINRA Series 6/7 and Series 63 registrations.
• Life and Health Insurance license required within 120 days.

Responsibilities

• Addresses client questions and educates on product benefits and solutions.
• Receives inbound transfer inquiries and retention-related education.
• Performs outreach calls to retention clients per SLA.
• Directs clients to appropriate advised solutions based on needs and complexity.
• Educates internal teams on process updates and cross-training.
• Participates in proactive outreach campaigns and pilots as needed.

Skills

Client relationship management

Business development

Collaboration

Consultative communication

Quantitative analysis

Wealth management

Retirement planning selling

Education

University degree preferred

Job description

The Client Outreach Retention Consultant role at TIAA engages with clients considering transferring funds and partners with the National Contact Center and advisory teams to resolve questions, educate on investment options, facilitate transfers, and position TIAA solutions as appropriate.

During training, the position is non-exempt and paid hourly with overtime eligibility; after training the role is exempt and salaried.