Client Outreach Retention Consultant
TIAA(1 month ago)
About this role
The Client Outreach Retention Consultant at TIAA focuses on supporting client retention by engaging with clients considering transfers and coordinating with the National Contact Center and advisory partners. The role requires product knowledge and industry licenses, begins as hourly during training, and converts to a salaried position thereafter.
Required Skills
- Client Relationships
- Consultative Communication
- Sales
- Retirement Planning
- Client Outreach
- Wealth Management
- Due Diligence
- Collaboration
- Quantitative Analysis
- Product Education
Qualifications
- University Degree
- Series 6
- Series 7
- Series 63
- Life And 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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