Retention Consultant assisting clients with funds transfer inquiries and educating on investment options. Collaborating with internal teams to provide appropriate financial solutions.
About the role
- Client Outreach Consultant for TIAA proactively contacting clients to introduce financial advisory products. Collaborating with internal teams to recommend services and mitigate financial planning gaps.
Responsibilities
- Proactively contacts clients to introduce advisory products and services
- Collaborates with internal partners to triage clients for advisory services
- Uncovers clients' potential financial planning gaps
- Monitors industry trends and contributes to Wealth team
Requirements
- 2+ Years Required; 3+ Years Preferred Work Experience
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness and work life offerings
- Professional development opportunities
Job title
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Experience level
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