TIAA

Money In Motion - Retention Consultant

TIAA

6 days ago
Dallas, TX, USA
Onsite
Full Time
Junior
0 applicants
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TIAA
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About this role

A Client Outreach Retention Consultant at TIAA focuses on retaining clients by addressing their financial needs, educating them on investment options, and facilitating transfers while promoting the organization's solutions.

Skills

Qualifications

University (Degree) PreferredLife and Health Insurance License (National) - Multiple IssuersSeries 6 or 7; Series 63
TIAA

About TIAA

tiaa.org

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

About TIAA

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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