Client Outreach/Retention Consultant

The Client Outreach/Retention Consultant works with clients intending to transfer funds elsewhere, resolving their questions, educating them on investment options, and facilitating transfers to retain their business. The role involves partnering with the National Contact Center and advisory business partners to provide appropriate solutions and advocate for the organization's products. Initially non-exempt with hourly pay and overtime eligibility, the position transitions to an exempt salaried role after a training period.