Motion Retention Consultant

Client Outreach Retention Consultant (T)

The Client Outreach Retention Consultant is a training position that works with clients who have indicated intent to transfer funds from the organization for purposes other than income. Under general supervision, this job works in partnership with the organization’s National Contact Center (NCC) and advisory business partners and is responsible for resolving client questions, educating clients regarding investment options and requirements, facilitating transfers, and positioning the organization’s solutions when appropriate.

During your training period, prior to the beginning of the Client Outreach Retention Consultant role and based on the duties of the position during the training period, TIAA has determined that this role is non‑exempt, which means that you will be eligible for overtime pay in accordance with federal and/or state law. After your training period has concluded, the role will be exempt, which means that you will no longer be eligible for overtime pay.

• Addresses client questions, assesses the client’s financial needs, educates on relevant product benefits and provides appropriate solutions while advocating for the organization’s products and services.
• Receives inbound call transfers from the NCC of clients that are at risk of leaving and/or clients interested in learning more about and engaging with the organization’s advisory services.
• Performs outreach calls to identified retention clients while adhering to stated service level agreements.
• Refers clients to the most appropriate advised solution based on client complexity and need for engagement, advice and retention.
• Communicates and educates internal business partners on process updates and cross training.
• Participates in proactive outreach campaigns and/or pilot programs, as necessary.

• University (Degree) Preferred

• 2+ Years Required; 3+ Years Preferred

• SRC Indicator:
  Series 6 or 7;
  Series 63

• Life and Health Insurance License (National) – Multiple Issuers required within 120 Days

• Sedentary Work

6IC

• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement Mindset
• Due Diligence
• Practice Management Strategy
• Prioritizes Effectively
• Quantitative Analysis
• Retirement Planning Selling
• Sales
• TIAA Products/Services Acumen
• Wealth Management

The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work‑life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

The full EEO & Non‑Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.