Retirement Client Engagement Specialist

TIAA; Frisco (TX); On-site; USD 77,000 - 110,000; Full time

Job summary

TIAA in Frisco, TX seeks a Client Engagement Consultant to drive asset retention and growth by engaging clients, prospects, and plan participants through leads and proactive retention outreach. The role blends retirement education with on-demand financial advice, focusing on retention and asset consolidation across multiple products.

The position emphasizes responsiveness, sales execution, and trust-building, with responsibilities spanning education, planning strategies, and collaboration with

Qualifications

• University degree preferred.

Responsibilities

• Engage clients via assigned leads and proactive retention outreach to grow assets.
• Deliver retirement education and on-demand advice tailored to immediate client needs.
• Counsel on retirement planning strategies, various plans, and wealth products to support retention and asset consolidation.
• Field inbound calls and follow-ups, identify needs and retention risks, and tailor recommendations.
• Develop and manage a sales/retention pipeline to convert leads and at-risk accounts.
• Meet or exceed asset retention and growth goals; contribute to wealth referrals.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Quantitative Analysis

Retirement Planning

Sales

Wealth Management

Product Knowledge

Education

University Degree

Job description

TIAA in Frisco, TX seeks a Client Engagement Consultant to drive asset retention and growth by engaging clients, prospects, and plan participants through leads and proactive retention outreach. The role blends retirement education with on-demand financial advice, focusing on retention and asset consolidation across multiple products.

The position emphasizes responsiveness, sales execution, and trust-building, with responsibilities spanning education, planning strategies, and collaboration with