Client Retention Strategist & Advisor

Teachers Insurance and Annuity Association of America; Dallas (TX); On-site; USD 72,000 - 77,000; Full time

Job summary

Teachers Insurance and Annuity Association of America seeks a Client Outreach Retention Consultant in Dallas, TX to engage clients considering transfers and educate on investment options, partnering with NCC and advisory teams. The role focuses on resolving questions and recommending suitable solutions within a client-centric framework.

Initial training covers TIAA products; the position transitions to salaried status after training with potential for incentive participation based on performance

Qualifications

• Bachelor’s degree or equivalent preferred.
• 2+ years of relevant work experience in client outreach or advisory support.
• FINRA registrations (Series 6/7; Series 63) and Life and Health Insurance license preferred.

Responsibilities

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

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Retirement Planning

Sales

Education

University (Degree) Preferred

Job description

Teachers Insurance and Annuity Association of America seeks a Client Outreach Retention Consultant in Dallas, TX to engage clients considering transfers and educate on investment options, partnering with NCC and advisory teams. The role focuses on resolving questions and recommending suitable solutions within a client-centric framework.

Initial training covers TIAA products; the position transitions to salaried status after training with potential for incentive participation based on performance