Client Outreach/Retention Consultant

Client Outreach Retention Consultant The Client Outreach Retention Consultant works with clients who have indicated intent to transfer funds from the organization for purposes other than income. Under general supervision, this role partners with the organization's National Contact Center and advisory business partners to resolve client questions, educate clients about investment options and requirements, facilitate transfers, and position the organization's solutions when appropriate. The position is initially non‑exempt (hourly, overtime eligible) and becomes exempt (salaried, no overtime) after training. Key Responsibilities and Duties Addresses client questions, assesses the client's financial needs, educates on relevant product benefits and provides appropriate solutions while advocating for the organization's products and services. Receives inbound call transfers from the NCC of clients that are at risk of leaving and/or clients interested in learning more about and engaging with the organization's advisory services. Performs outreach calls to identified retention clients while adhering to stated service level agreements. Refers clients to the most appropriate advised solution based on client complexity and need for engagement, advice and retention. Communicates and educates internal business partners on process updates and cross training. Participates in proactive outreach campaigns and/or pilot programs, as necessary. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (National) – Multiple issuers required within 120 days Physical Requirements Sedentary work Benefits and Total Rewards The organization offers a comprehensive Total Rewards package, including a superior retirement program and highly competitive health, wellness, and work‑life offerings. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. #J-18808-Ljbffr TIAA