Client Outreach/Retention Consultant
About The Position
The Client Outreach Retention Consultant works with clients who have indicated an 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 present the organization's solutions when appropriate. The position begins with product and role training. During training, it is non-exempt and paid hourly, with overtime eligibility. After training, the role becomes exempt and salaried at the same rate, calculated as the hourly rate multiplied by 40 for weekly pay; overtime eligibility ends. The role receives inbound call transfers from clients at risk of leaving or interested in advisory services, and conducts outreach to retention clients. It assesses client needs, explains relevant product benefits, provides appropriate solutions, and refers clients to advised solutions suited to their complexity and need for advice or engagement. The consultant also supports process updates, cross-training, outreach campaigns, and pilot programs.
Requirements
- At least 2 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.
Nice To Haves
- University degree preferred.
- At least 3 years of work experience preferred.
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 advisory services.
- Conduct outreach calls to identified retention clients while meeting stated service level agreements.
- Refer clients to advised solutions appropriate to their complexity and need for engagement, advice, and retention.
- Communicate process updates to internal business partners and support cross-training.
- Participate in proactive outreach campaigns and pilot programs as needed.
Benefits
- Comprehensive Total Rewards package.
- Superior retirement program.
- Competitive health, wellness, and work-life offerings.
- Compensation may include participation in a performance-linked incentive program, depending on the role.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
