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Client Outreach Retention Consultant
| Company | TIAA |
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| Location | Dallas, TX, USA |
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| Salary | $55500 – $85000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level |
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Requirements
- 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
Responsibilities
- 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.
Preferred Qualifications
