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Client Outreach Retention Consultant at TIAA | JobVerse
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Client Outreach Retention Consultant
TIAA
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Client Outreach Retention Consultant
Frisco, Texas, United States of America
Full Time
2 weeks ago
$30 - $41 USD
Visa Sponsor
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About this role
Role Overview
Addresses client questions and assesses the client's financial needs
Educates on relevant product benefits and provides appropriate solutions
Receives inbound call transfers from NCC of at risk clients
Performs outreach calls to identified retention clients
Refers clients to appropriate solutions based on complexity
Requirements
2+ years of financial services experience
Series 6 or 7 & Series 63 FINRA license
Life & Health Insurance within 120 days
University (Degree) preferred
Benefits
superior retirement program
highly competitive health, wellness and work life offerings
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