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Client Retention & Advisory Outreach Specialist
Job in
Frisco City, Monroe County, Alabama, 36445, USA
Listed on 2026-07-10
Listing for:
TIAA
Full Time
position Listed on 2026-07-10
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
TIAA is seeking a Client Outreach Retention Consultant in the United States to engage with clients considering transfers and to educate them on investment options and required processes. The role collaborates with the NCC and advisory partners to resolve questions and promote solutions.
The ideal candidate has 2+ years in client retention, strong communication skills, and FINRA registrations with an insurance license to be obtained within 120 days. Training on TIAA products is provided.
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