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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client retention strategies, compliance with regulatory standards, and effective team leadership. Proficient in analyzing performance metrics and delivering training to enhance consultant capabilities.
Highest-signal resume keywords
Series 7 FINRA RegistrationSeries 24 FINRA RegistrationLife and Health Insurance LicenseTIAA and CREF Investment Products ProficiencyCoaching and Training Ability
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Performance AnalysisClient Relationship ManagementQuantitative AnalysisRetirement Planning SellingWealth Management
Soft Skills
Consultative CommunicationPresentation SkillsCoachingTeam Leadership
Certifications & Qualifications
Series 7 FINRA RegistrationSeries 24 FINRA RegistrationLife and Health Insurance License
Industry Keywords
FINRASECInsurance Department RegulationsRetention Client Engagement ModelTIAA Products/Services
About the role
Key responsibilities & impact- Lead a team of Retention Consultants handling clients intending to transfer funds from TIAA for purposes other than income
- Oversee reactive client engagement with advisory services through triage of business partner referrals
- Ensure consultants resolve client questions, explain investment and income options, facilitate transfers, and position TIAA planning and solutions when appropriate
- Oversee compliance with supervisory policies and procedures
- Ensure adherence to FINRA, SEC, and state Insurance Department regulations
- Coach, develop, and manage performance of licensed and registered Retention Consultants
- Ensure quality interactions with existing and prospective clients
- Review call interactions, conduct one-on-ones, deliver training, and lead team meetings to ensure accuracy of information and advice
Requirements
What you’ll need- 5+ years of work experience required; 7+ years preferred
- Series 7 and Series 24 FINRA registrations
- Life and Health Insurance License (Resident State) — multiple issuers preferred
- Proficiency in TIAA and CREF investment products, retirement plan options, and asset allocation principles
- Working knowledge of the Retention Client Engagement Model
- Proven coaching and training ability
- Demonstrated performance analysis skills, including evaluating retention metrics, identifying trends and root causes, and translating findings into actionable recommendations
- Proven presentation skills to upper management
- Knowledge of business development, client relationship management, consultative communication, due diligence, practice management strategy, quantitative analysis, retirement planning selling, sales, TIAA products/services, and wealth management
- University degree preferred
Benefits
Comp & perks- Comprehensive Total Rewards package
- Superior retirement program
- Competitive health, wellness, and work life offerings
- Learning experiences and development pathways
- Incentive program linked to performance may be available, including annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans