{"id":1416147,"url":"https://alion.io/job/tiaa-client-retention-consultant-1","title":"Client Retention Consultant-1","company":{"id":8701,"name":"TIAA","domain":"tiaa.org","url":"https://alion.io/company/tiaa","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":93,"open_postings":59,"ghost_share":0.034,"stale_share":0.288,"repost_share":0.186,"time_to_fill_p50_days":17,"computed_at":"2026-10-27T05:46:45Z"}},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":42000,"max_usd":90000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4123},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"closed","first_seen_at":"2026-09-28T20:47:11Z","employer_posted_date":"2026-10-19","last_verified_at":"2026-10-27T07:33:10Z","board_verified":false,"closed_at":"2026-10-27T07:33:10Z","days_open":28,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":28},"description":"Client Outreach Retention ConsultantThe 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 organization's 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 organization's solutions when appropriate.\nDuring your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, based on the client-facing 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.\nKey Responsibilities and Duties\nAddresses 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.\nReceives 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.\nPerforms outreach calls to identified retention clients while adhering to stated service level agreements.\nRefers clients to the most appropriate advised solution based on client complexity and need for engagement, advice and retention.\nCommunicates and educates internal business partners on process updates and cross training.\nParticipates in proactive outreach campaigns and/or pilot programs, as necessary.\n Educational RequirementsUniversity (Degree) Preferred\nWork Experience2+ Years Required; 3+ Years Preferred\nFINRA RegistrationsSRC Indicator: Series 6 or 7; Series 63\n Licenses and CertificationsLife and Health Insurance License (National) - Multiple Issuers required within 120 Days \nPhysical RequirementsPhysical Requirements: Sedentary Work\nCareer Level\n6IC\nRelated 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 ManagementAnticipated Posting End Date:\n2026-10-27Base Pay Range: $71,800/yr - $77,000/yrActual 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, non-annual sales incentive plans, or other non-annual incentive plans).\n_____________________________________________________________________________________________________\nCompany Overview\nEvery 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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.\nOur Culture of Impact\nAt TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.\nBenefits and Total Rewards\nThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s 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 well-being. To learn more about your benefits, please review our Benefits Summary.\nEqual Opportunity\nWe 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.\nOur full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.\nAccessibility Support\nTIAA 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.\nIf 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:\nPhone: (800) 842-2755\nEmail: \nDrug and Smoking Policy\nTIAA maintains a drug-free and smoke/free workplace.\nPrivacy Notices\nFor Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.\nFor Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.\nFor Applicants of TIAA Global Capabilities, click here.\nFor Applicants of Nuveen residing in Europe and APAC, please click here.","description_format":"text","description_chars":6599,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance","Retirement plans"],"hiring_locations":[{"name":"China","iso":"CN","kind":"region"},{"name":"India","iso":"IN","kind":"region"},{"name":"Germany","iso":"DE","kind":"region"},{"name":"Japan","iso":"JP","kind":"region"},{"name":"France","iso":"FR","kind":"region"},{"name":"United 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