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Retention Consultant – Money in Motion
TIAAClient Outreach Retention Consultant addressing client inquiries and facilitating transfers while educating on investment options. Collaborating with National Contact Center and advisory partners to retain clients.
Posted 6/29/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $35 - $47 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client financial assessment and retention strategies, with a strong focus on educating clients about product benefits and providing tailored solutions. Holds necessary FINRA registrations and insurance licenses to effectively advocate for organizational products and services.
Highest-signal resume keywords
Client Financial AssessmentRetention StrategiesFINRA Series 6 or 7FINRA Series 63Life and Health Insurance License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Client Needs AssessmentProduct EducationSolution AdvocacyOutbound CallingInbound Call Handling
Soft Skills
CommunicationClient Relationship ManagementInternal Collaboration
Certifications & Qualifications
FINRA Series 6FINRA Series 7FINRA Series 63Life and Health Insurance License
Industry Keywords
Client RetentionFinancial ServicesInsurance ProductsClient Outreach
About the role
Key responsibilities & impact- Addresses client questions
- Assesses the client's financial needs
- Educates on relevant product benefits
- 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
- Performs outreach calls to identified retention clients
- Refers clients to the most appropriate advised solution based on client complexity
- Communicates and educates internal business partners on process updates
Requirements
What you’ll need- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
Benefits
Comp & perks- superior retirement program
- highly competitive health, wellness and work life offerings