Client Outreach Retention Consultant

Overview Client Outreach Retention Consultant works with clients who have indicated intent to transfer funds for purposes other than income. Under general supervision, this role partners with the organization’s National Contact Center (NCC) and advisory business partners to resolve client questions, educate clients regarding investment options and requirements, facilitate transfers, and position the organization’s solutions when appropriate. The position is non-exempt during initial training (paid hourly with overtime eligibility). After training, the role may become exempt and will be paid on a salaried basis with no overtime eligibility. Key Responsibilities and Duties Address client questions, assess financial needs, educate on relevant product benefits, and provide appropriate solutions while advocating for the organization’s products and services. Receive inbound call transfers from the NCC for clients at risk of leaving or clients seeking information about advisory services. Perform outreach calls to identified retention clients in accordance with service level agreements. Refer clients to the most appropriate advised solution based on client complexity and need for engagement, advice and retention. Communicate and educate internal business partners on process updates and cross-training. Participate in proactive outreach campaigns and 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 Career Level 6IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, Acknowledgment of TIAA Products/Services, Wealth Management Anticipated Posting End Date 2026-07-31 Compensation Base Pay Range: $71,800/yr - $77,000/yr Actual base salary may vary based on factors including relevant experience, time in role, internal peers’ base salaries, prior performance, business sector, and geographic location. The compensation package may include participation in incentive programs dependent on role and performance. Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has helped millions plan for retirement with asset management and retirement solutions. Benefits and Total Rewards The organization offers a comprehensive Total Rewards package designed to support associates’ financial well-being, health, and work-life balance. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. See our full EEO statement on the careers page. Accessibility Support TIAA provides accommodations for applicants and employees to ensure a fair application process. If you need a reasonable accommodation to complete an application, contact accessibility support. Drug and Smoking Policy TIAA maintains a drug-free and smoke-free workplace. #J-18808-Ljbffr Retirement Resource Center, LLC.