Client Outreach Retention Consultant
Client Outreach Retention Consultant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Client Outreach Retention Consultant 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 organizations 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 organizations solutions when your initial period of employment you will receive training on TIAAs products and the role will be nonexempt meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded based on the clientfacing duties of the position the role will be exempt and you will be paid on a salaried basis at the same rate (i.e. your weekly salary will be equal to your hourly rate multiplied by 40 and you will no longer be eligible for overtime pay.
Key Responsibilities and Duties
- Addresses client questions assesses the clients financial needs educates on relevant product benefits and provides appropriate solutions while advocating for the organizations 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 organizations 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
- Physical Requirements: Sedentary Work
Career Level
6IC
Related SkillsBusiness 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 Due Diligence Wealth Management
Anticipated Posting End Date:
Base Pay Range: $55500/yr. $85000/yr.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 nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats 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 wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
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.
Read more about your rights and view government notices 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:
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.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Contract
Employment Type
Full-Time
