Client Engagement Consultant

TIAA • Frisco, TX

1d • Onsite

About The Position

The Client Engagement Consultant drives asset retention and growth by engaging clients, prospects, and plan participants through assigned leads and proactive outreach to clients at risk of moving assets. The role combines retirement education with on-demand financial advice and product recommendations for clients who do not require or qualify for dedicated wealth services. Working collaboratively, the consultant converts opportunities and retention-risk cases into retained and growing relationships through responsive sales execution and trust-building.

During the initial training period, the role is non-exempt and paid hourly, with overtime eligibility. After training, it becomes exempt and is paid on a salaried basis at the same rate, calculated as the hourly rate multiplied by 40 hours. All required licenses must be obtained within 120 days from the start date.

Requirements

• At least 3 years of required work experience.
• Series 7 and Series 63 FINRA registrations.
• Obtain a Life and Health Insurance License (National) for multiple issuers within 120 days of the start date.
• University degree preferred.
• Ability to perform sedentary work.

Nice To Haves

• At least 5 years of work experience preferred.

Responsibilities

• Engage clients through assigned leads and proactive outreach to clients identified as being at risk of moving assets to another provider.
• Deliver retirement education and on-demand advice and product recommendations tailored to clients’ immediate needs.
• Counsel clients on retirement planning strategies and products, including tax-deferred annuities, pension plans, IRAs, mutual funds, annuities, 403(b) plans, 529 plans, bank products, and life insurance, emphasizing retention and asset consolidation.
• Handle inbound calls and assigned lead follow-ups, identify financial needs and retention risk, and develop recommendations based on clients’ goals, risk profiles, liquidity needs, and tax considerations.
• Develop and manage a sales and retention pipeline, move assigned leads and at-risk accounts through to close, and assist clients with funding, rollovers, and account establishment.
• Meet or exceed goals for asset retention, asset growth, lead conversion, advice sessions, voice-of-the-client surveys, and overall productivity.
• Identify clients with complex needs and make timely referrals to Wealth Advisors and internal partners.

Benefits

• Superior retirement program.
• Competitive health, wellness, and work-life offerings intended to support physical, emotional, and financial well-being.
• Potential participation in performance-linked incentive programs, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level