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Money in Motion Retention Consultant

Employer
TIAA
Location
Frisco, Texas; Lewisville, Texas
Salary
$26.69/hr. - $38.03/hr.
Closing date
Apr 26, 2024

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Job Role
Financial Consultant
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

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.

Key Responsibilities and Duties
  • 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.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 2+ Years Required; 3+ Years Preferred
FINRA Registrations
  • SRC Indicator: Series 6 or 7; Series 63
Licenses and Certifications
  • Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
6IC

Required:

2 + years of financial services, wealth and/or brokerage experience

Series 6 or 7; Series 63

Life and Health Insurance License within 120 days of starting

Preferred:

University Degree

3 + years of financial services, wealth and/or brokerage experience

Related Skills

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

Anticipated Posting End Date:
2024-04-30

Base Pay Range: $26.69/hr. - $38.03/hr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

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. To learn more about your benefits, please review our Benefits Summary .

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .

For Applicants of Nuveen residing in Europe and APAC, please click here .

For Applicants of Greenwood residing in Brazil (English), click here .

For Applicants of Greenwood residing in Brazil (Portuguese), click here .

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For Applicants of Westchester residing in Brazil (Portuguese), click here .

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