Client Outreach/Retention Consultant

TIAA • Charlotte, NC

2d • $29 - $40 • Onsite

About The Position

The Client Outreach Retention Consultant works with clients who have indicated intent to transfer funds from the organization for purposes other than income. Under general supervision, the consultant partners with the National Contact Center (NCC) and advisory business partners to resolve client questions, educate clients about investment options and requirements, facilitate transfers, and position the organization's solutions when appropriate.

During the initial employment period, the consultant receives training on TIAA products. During this training period the role is non-exempt and paid hourly, with eligibility for overtime. After training, based on the client-facing duties, the role becomes exempt and is paid on a salary basis at the same rate (weekly salary equal to the hourly rate multiplied by 40), without overtime eligibility.

Requirements

• At least 2 years of work experience.
• Series 6 or Series 7 and Series 63 registrations.
• National Life and Health Insurance License from multiple issuers, required within 120 days.
• Sedentary work.

Nice To Haves

• University degree preferred.
• At least 3 years of work experience preferred.
• Related skills include business development, client relationship management, collaboration, consultative communication, continuous improvement, due diligence, practice management strategy, prioritization, quantitative analysis, retirement planning sales, sales, TIAA products and services knowledge, and wealth management.

Responsibilities

• Address client questions, assess financial needs, explain relevant product benefits, provide appropriate solutions, and advocate for the organization's products and services.
• Receive inbound call transfers from the National Contact Center involving clients at risk of leaving or interested in the organization's advisory services.
• Make outreach calls to identified retention clients while adhering to service level agreements.
• Refer clients to the most appropriate advised solution based on client complexity and need for engagement, advice, and retention.
• Communicate process updates to internal business partners and provide cross-training.
• Participate in proactive outreach campaigns and pilot programs as necessary.

Benefits

• Comprehensive Total Rewards package.
• Superior retirement program.
• 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