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Client Engagement Consultant at TIAA - ApplyBlast

Client Engagement Consultant

TIAA

1 day ago

3.6 on Glassdoor

Dallas, Texas, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Client Engagement Consultant drives asset retention and growth by engaging clients, prospects, and plan participants through assigned leads and proactive outreach. This role delivers a blend of retirement education and on-demand financial advice across TIAA products, converting opportunities into retained and growing relationships. Success requires responsiveness, sales execution, and the ability to build trust quickly with clients considering moving assets elsewhere.

Responsibilities

Engage clients through assigned leads and proactive outreach to retain assets
Deliver retirement education and on-demand financial advice tailored to client needs
Counsel clients on retirement planning strategies and develop tailored recommendations

Skills

Qualifications

Series 7Series 63Life and Health Insurance License (National)

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.