Client Engagement Consultant

TIAA • Frisco, TX

2d • 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 delivers retirement education and on-demand financial advice across TIAA products and services, combining product education with timely recommendations for clients who do not require or qualify for dedicated wealth services. Success depends on responsiveness, sales execution, and the ability to build trust quickly.

The consultant counsels clients on retirement planning and financial products, identifies needs and retention risk, and develops recommendations based on client goals, risk profile, liquidity needs, and tax considerations. The role also manages leads and retention cases through to close, helps clients fund accounts and complete rollovers or account establishment, and refers clients with complex needs to Wealth Advisors and internal partners.

During the initial training period, the position 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. Required licenses must be obtained within 120 days of the start date.

Requirements

• At least 3 years of work experience required.
• Series 6 or Series 7 registration and Series 63 registration (SRC indicator).
• National Life and Health Insurance License (Multiple Issuers) required within 120 days.
• Obtain all licenses within 120 days from the start date.
• Physical requirement: sedentary work.

Nice To Haves

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

Responsibilities

• Engage clients primarily through assigned internal leads and proactive outreach to clients identified as being at risk of moving assets to another provider.
• Deliver retirement education (approximately 65%) and on-demand advice and product recommendations (approximately 35%) 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, with an emphasis on 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, advancing 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, 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.
• The compensation package may include participation in performance-linked incentive programs, depending on the role.

What This Job Offers

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