Client Outreach Retention Consultant

TIAA

. Address client questions, assess financial needs, educate clients on relevant product benefits, and provide appropriate solutions while advocating for TIAA's products and services .

Posted 10/14/2026full-timeDallas • Texas • United StatesJuniorMid-Level💰 $35 - $47 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and consultative communication, with a strong focus on assessing financial needs and providing tailored solutions. Proficient in TIAA products and services, with a commitment to client education and retention strategies.

Highest-signal resume keywords

Client Relationship ManagementConsultative CommunicationSales SkillsWealth ManagementSeries 6 or 7 Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quantitative AnalysisRetirement Planning SellingFinancial Needs AssessmentInvestment EducationTIAA Products/Services Acumen

Soft Skills

Client AdvocacyProactive OutreachCross-Training Communication

Certifications & Qualifications

Series 63 RegistrationLife and Health Insurance License

Industry Keywords

Financial ServicesClient RetentionAdvisory ServicesService Level Agreements

About the role

Key responsibilities & impact

Address client questions, assess financial needs, educate clients on relevant product benefits, and provide appropriate solutions while advocating for TIAA's products and services
Receive inbound call transfers from the National Contact Center for 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 the most appropriate advised solution based on client complexity and need for engagement, advice, and retention
Communicate and educate internal business partners on process updates and cross-training
Participate in proactive outreach campaigns and pilot programs as necessary
Facilitate transfers and position the organization's solutions when appropriate

Requirements

What you’ll need

2+ years of work experience required
University degree preferred
Series 6 or 7 registration
Series 63 registration
Life and Health Insurance License (National) required within 120 days
Sedentary work capability
Client relationship management, consultative communication, sales, quantitative analysis, retirement planning selling, and wealth management skills
TIAA products/services acumen
Ability to address client questions, assess financial needs, educate clients on investment options and requirements, and provide appropriate solutions

Benefits

Comp & perks

Paid 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
Incentive program linked to performance may be available, including annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans
Learning experiences and development pathways
AI tools and future-focused skills development