Client Outreach/Retention Consultant

TIAA

. Work with clients who have indicated intent to transfer funds for purposes other than income .

Posted 11/4/2026full-timeUnited StatesJuniorMid-Level💰 $29 - $40 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, financial needs assessment, and consultative communication to effectively educate clients on TIAA products and services. Holds necessary financial licenses and possesses knowledge in wealth management and retirement planning.

Highest-signal resume keywords

Client Relationship ManagementWealth Management KnowledgeSeries 6 RegistrationSeries 7 RegistrationLife and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Needs AssessmentQuantitative AnalysisConsultative CommunicationInvestment Options EducationTIAA Products Knowledge

Soft Skills

Problem SolvingAdvocacy for ProductsCollaboration with Partners

Certifications & Qualifications

Series 63 RegistrationLife and Health Insurance License

Industry Keywords

Retirement PlanningBusiness DevelopmentClient EducationInbound Call ManagementProactive Outreach

About the role

Key responsibilities & impact

Work with clients who have indicated intent to transfer funds for purposes other than income
Partner with the National Contact Center and advisory business partners
Resolve client questions and educate clients regarding investment options and requirements
Facilitate transfers and position TIAA solutions when appropriate
Address client questions, assess financial needs, explain relevant product benefits and advocate for TIAA products and services
Receive inbound call transfers from clients at risk of leaving or interested in advisory services
Perform outreach calls to identified retention clients while adhering to service level agreements
Refer clients to appropriate advised solutions based on complexity and need for engagement, advice and retention
Communicate process updates and cross-training information to internal business partners
Participate in proactive outreach campaigns and pilot programs as necessary
Complete initial product and role training; transition from hourly non-exempt to salaried exempt status after training

Requirements

What you’ll need

2+ years of work experience required; 3+ years preferred
University degree preferred
Series 6 or 7 registration
Series 63 registration
Life and Health Insurance License (National) required within 120 days
Knowledge of TIAA products/services, wealth management, retirement planning and selling
Client relationship management and business development skills
Consultative communication and quantitative analysis skills
Ability to address client questions, assess financial needs, educate clients on product benefits and provide appropriate solutions
Sedentary work physical requirements

Benefits

Comp & perks

Training on TIAA's products and the role
Overtime eligibility during the initial non-exempt training period
Superior retirement program
Competitive health, wellness and work life offerings
Financial, physical and emotional well-being support
Learning experiences and development pathways
Incentive program linked to performance may be available, including annual discretionary incentive programs and non-annual sales incentive plans
Drug-free and smoke-free workplace
Reasonable accommodation support for applicants with disabilities