Client Engagement Consultant

TIAA • Frisco, TX

4d • $77,000 - $110,000 • 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 retention outreach. The role delivers retirement education and on-demand financial advice across TIAA products and services, converting assigned opportunities and retention-risk cases into retained and growing relationships. It combines product education with timely advice and recommendations for clients who do not require or qualify for dedicated wealth services. Success depends on responsiveness, sales execution, and quickly building trust with clients considering moving assets elsewhere.

The consultant primarily engages clients through internal lead-generation processes and proactive outreach to clients identified as at risk of moving assets to another provider. The work is approximately 65% retirement education and 35% on-demand advice and product recommendations. During initial employment, the role includes product and role training and is non-exempt, paid hourly with overtime eligibility. After training, it becomes exempt and salaried at the same rate, with no overtime eligibility. All required licenses must be obtained within 120 days of the start date.

Requirements

• At least 3 years of work experience.
• Series 6 or Series 7 registration and Series 63 registration.
• National Life and Health Insurance License from multiple issuers, required within 120 days.
• Ability to obtain all required licenses within 120 days from the start date.

Nice To Haves

• University degree preferred.
• At least 5 years of work experience preferred.

Responsibilities

• Engage clients through assigned leads and proactive outreach to clients 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 risks and develop recommendations based on goals, risk profile, liquidity needs, and tax considerations.
• Develop and manage a sales and retention pipeline, moving assigned leads and at-risk accounts through to close.
• Assist clients with funding, rollovers, and account establishment to retain and grow assets.
• Meet or exceed goals for asset retention, asset growth, lead conversion, advice sessions, client survey results, and 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.
• Potential participation in performance-linked incentive programs, depending on the role.

What This Job Offers

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