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TIAA

Client Engagement Consultant

TIAA

. Engage clients through assigned internal leads and proactive outreach to clients at risk of moving assets .

Posted 11/3/2026full-timeUnited StatesMid-LevelSenior💰 $77,000 - $110,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in retirement planning, investment strategies, and client relationship management, with a strong focus on achieving asset retention and growth goals. Proficient in delivering tailored financial advice and managing sales pipelines effectively.

Highest-signal resume keywords
Retirement PlanningClient Relationship ManagementWealth ManagementSeries 7 RegistrationLife and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Investment CounselingFinancial Needs AnalysisQuantitative AnalysisTax-Deferred AnnuitiesPension PlansIRAsMutual Funds403(b) Plans529 PlansBank Products
Soft Skills
Proactive OutreachClient EngagementCommunication
Tools & Technologies
TIAA Products/Services
Certifications & Qualifications
Series 63 RegistrationLife and Health Insurance License
Industry Keywords
SalesBusiness DevelopmentAsset RetentionAsset GrowthLead Conversion

About the role

Key responsibilities & impact
  • Engage clients through assigned internal leads and proactive outreach to clients at risk of moving assets
  • Deliver approximately 65% retirement education and 35% on-demand advice and product recommendations
  • Counsel clients on retirement planning, investment, insurance, and banking products
  • Handle inbound calls and lead follow-ups while identifying financial needs and retention risks
  • Develop tailored recommendations based on goals, risk profile, liquidity needs, and tax considerations
  • Manage sales and retention pipelines through close
  • Assist with funding, rollovers, and account establishment
  • Meet or exceed asset retention, asset growth, lead conversion, advice session, client survey, and productivity goals
  • Identify clients with complex needs and refer them to Wealth Advisors and internal partners

Requirements

What you’ll need
  • 3+ years of work experience required; 5+ years preferred
  • University degree preferred
  • Series 7 and Series 63 FINRA registrations
  • Life and Health Insurance License (National) required within 120 days
  • All licenses must be obtained within 120 days from start date
  • Knowledge of retirement planning, TIAA products/services, wealth management, sales, business development, client relationship management, and quantitative analysis
  • Ability to counsel clients on retirement planning strategies, tax-deferred annuities, pension plans, IRAs, mutual funds, annuities, 403(b) plans, 529 plans, bank products, and life insurance
  • Sedentary work

Benefits

Comp & perks
  • Superior retirement program
  • Competitive health, wellness, and work-life offerings
  • Training on TIAA's products and the role
  • Hourly pay and overtime eligibility during the initial training period
  • Incentive program participation may be available, including annual discretionary incentive programs and non-annual sales incentive plans
  • Career growth through meaningful learning experiences and development pathways