Client Outreach, Retention Consultant

TIAA

. Address client questions and assess clients' financial needs .

Posted 10/14/2026full-timeUnited StatesJuniorMid-Level💰 $29 - $40 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and consultative communication, with a strong focus on financial needs assessment and wealth management solutions. Holds necessary licenses and registrations to provide comprehensive financial advice and support client retention efforts.

Highest-signal resume keywords

Client Relationship ManagementConsultative CommunicationQuantitative AnalysisSeries 6 Or 7 RegistrationLife And Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Needs AssessmentRetirement Planning SellingWealth ManagementSalesTIAA Products/Services Acumen

Soft Skills

AdvocacyEducationCommunication

Certifications & Qualifications

Series 63 RegistrationLife And Health Insurance License

Industry Keywords

Client RetentionOutbound CallsInbound Call TransfersService Level AgreementsProactive Outreach Campaigns

About the role

Key responsibilities & impact

Address client questions and assess clients' financial needs
Educate clients on relevant product benefits and provide appropriate solutions
Advocate for the organization's products and services
Receive inbound call transfers from the National Contact Center involving 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 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

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
Ability to perform sedentary work
Client relationship management, consultative communication, quantitative analysis, retirement planning selling, sales, wealth management, and TIAA products/services acumen

Benefits

Comp & perks

Paid hourly basis and eligible for overtime pay during the initial training period
Comprehensive Total Rewards package
Superior retirement program
Competitive health, wellness and work life offerings
Meaningful learning experiences and development pathways
AI tools and future-focused skills development
Incentive program linked to performance may be included, such as annual discretionary incentive programs or non-annual sales incentive plans