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Financial Advisor Insurance Sales

Client Retention & Investment Solutions Advisor

Job in Frisco, Collin County, Texas, 75034, USA
Listing for: TIAA
Full Time position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Insurance Sales
Salary/Wage Range or Industry Benchmark: 64000 - 87200 USD Yearly USD 64000.00 87200.00 YEAR
Job Description & How to Apply Below
A leading retirement organization in Texas seeks a Client Outreach Retention Consultant to resolve client inquiries and educate on investment options. Responsibilities include assessing client's financial needs and performing outreach calls to retain clients. Candidates should have a preferred university degree and 2+ years of relevant experience. You will need a Life and Health Insurance License within 120 days.

This role offers a competitive salary ranging from $64,000 to $87,200 depending on experience, plus a comprehensive benefits package.
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