Retirement Engagement & Retention Advisor

Nuveen; Dallas (TX); Hybrid; USD 77,000 - 110,000; Full time

Job summary

Nuveen seeks a Client Engagement Consultant to help retain and grow assets by engaging clients, prospects, and plan participants through assigned leads and proactive outreach. The role blends retirement education with on-demand financial guidance across TIAA products and services, in a hybrid Dallas/Charlotte setting.

You will manage a sales and retention pipeline, meet performance goals, and coordinate with Wealth Advisors.

Qualifications

• 3+ years required; 5+ years preferred.
• FINRA Registrations: Series 7 and Series 63.
• Life and Health Insurance License (National) - Multiple Issuers.
• University (Degree) Preferred

Responsibilities

• Engages clients via assigned leads and proactive retention outreach to retain assets.
• Delivers retirement education and on-demand financial guidance across TIAA products.
• Fields inquiries, identifies needs, and provides tailored recommendations.
• Develops and manages a sales and retention pipeline to close deals and retain assets.
• Coordinates referrals to Wealth Advisors and internal partners.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Retirement Planning Selling

Sales

Wealth Management

TIAA Products/Services Acumen

Education

University degree

Job description

Nuveen seeks a Client Engagement Consultant to help retain and grow assets by engaging clients, prospects, and plan participants through assigned leads and proactive outreach. The role blends retirement education with on-demand financial guidance across TIAA products and services, in a hybrid Dallas/Charlotte setting.

You will manage a sales and retention pipeline, meet performance goals, and coordinate with Wealth Advisors.