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Client Retention Advisor - Financial Services
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-11
Listing for:
Teachers Insurance and Annuity Association of America
Full Time
position Listed on 2026-08-11
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
Teachers Insurance and Annuity Association of America seeks a Client Outreach Retention Consultant to educate clients on investment options, resolve questions, and facilitate transfers. The role partners with the National Contact Center and advisory teams to support retention and advise on suitable solutions.
The position starts with non-exempt, hourly pay during training and becomes exempt salaried after, with the same weekly hours, and potential incentive programs.
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