FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Client Outreach/Retention Consultant
TIAAClient Outreach/Retention Consultant working with clients on fund transfers. Resolving inquiries and providing investment education while working closely with the organization's NCC.
Posted 7/3/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $71,800 - $77,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client financial needs assessment, product education, and solution provision, while maintaining compliance with regulatory requirements. Proficient in client retention strategies and effective communication with internal partners.
Highest-signal resume keywords
Client Financial Needs AssessmentClient Retention StrategiesFINRA Series 6 or 7Life and Health Insurance LicenseEffective Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Needs AssessmentProduct EducationSolution ProvisionOutreach CampaignsService Level Agreements
Soft Skills
CommunicationCollaborationProblem-Solving
Certifications & Qualifications
FINRA Series 6FINRA Series 7FINRA Series 63Life and Health Insurance License
Industry Keywords
Client RetentionFinancial ServicesInbound Call ManagementProactive Outreach
About the role
Key responsibilities & impact- Addresses client questions, assesses the client's financial needs, educates on relevant product benefits and provides appropriate solutions
- Receives inbound call transfers from the NCC of clients that are at risk of leaving
- 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.
Requirements
What you’ll need- University (Degree) Preferred
- 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