Client Outreach Retention Consultant
TIAA(1 month ago)
About this role
The Client Outreach Retention Consultant at TIAA focuses on engaging clients who have indicated intent to transfer funds away from the organization, working closely with the National Contact Center and advisory partners. The role centers on educating clients about available solutions, facilitating fund transfers when appropriate, and supporting retention efforts through targeted outreach and client guidance.
Required Skills
- Client Management
- Consultative Communication
- Retirement Planning
- Sales
- Wealth Management
- Product Acumen
- Business Development
- Collaboration
- Quantitative Analysis
- Due Diligence
Qualifications
- University Degree
- Series 6
- Series 7
- Series 63
- Life & Health Insurance License
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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