Client Outreach Retention Consultant
TIAA(1 month ago)
About this role
The Client Outreach Retention Consultant supports clients who intend to transfer funds away from the organization, partnering with the National Contact Center and advisory teams to address questions, educate on options, and facilitate transfers. The role focuses on preserving client relationships by positioning the organization's retirement and advisory solutions and coordinating referrals to appropriate advised services.
Required Skills
- Client Outreach
- Client Retention
- Call Handling
- Client Education
- Financial Advising
- Referral Management
- Sales
- Retirement Planning
- Communication
- Collaboration
+2 more
Qualifications
- University Degree (Preferred)
- Series 6
- Series 7
- Series 63
- Life and Health Insurance License (National)
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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