TIAA · 6 days ago
Client Outreach Retention Consultant
Frisco, TX
Full-time
Onsite
Entry, Mid Level
$64K/yr - $87K/yr
2+ years expTIAA is a market-leading retirement company dedicated to helping individuals secure their financial future. The Client Outreach Retention Consultant is responsible for engaging with clients to address their financial needs, educate them on investment options, and facilitate transfers while promoting the organization's solutions.
FinanceFinancial ServicesLife Insurance
Responsibilities
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
Qualification
Required
2+ Years Required
SRC Indicator: Series 6 or 7; Series 63
Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
Physical Requirements: Sedentary Work
Preferred
University (Degree) Preferred
3+ Years Preferred
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
H1B Sponsorship
TIAA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (10)
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-05
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