Money in Motion Retention Consultant-7
About The Position
The Client Outreach Retention Consultant is a training position that works with clients who have indicated intent to transfer funds from the organization for purposes other than income. Under general supervision, this job works in partnership with the organization's National Contact Center (NCC) and advisory business partners and is responsible for resolving client questions, educating clients regarding investment options and requirements, facilitating transfers, and positioning the organization's solutions when appropriate. During your training period, prior to the beginning of the Client Outreach Retention Consultant role and based on the duties of the position during the training period, TIAA has determined that this role is non-exempt, which means that you will be eligible for overtime pay in accordance with federal and/or state law. After your training period has concluded, the role will be exempt, which means that you will no longer be eligible for overtime pay.
Requirements
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Licenses and Certifications Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
Responsibilities
- Addresses client questions, assesses the client's financial needs, educates on relevant product benefits and provides appropriate solutions while advocating for the organization's products and services.
- Receives inbound call transfers from the NCC of clients that are at risk of leaving and/or clients interested in learning more about and engaging with the organization's advisory services.
- Performs outreach calls to identified retention clients while adhering to stated service level agreements.
- Refers clients to the most appropriate advised solution based on client complexity and need for engagement, advice and retention.
- Communicates and educates internal business partners on process updates and cross training.
- Participates in proactive outreach campaigns and/or pilot programs, as necessary.
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
