TIAA Sr IAS Retention Consultant-Denver in WS2, Colorado
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The Sr. IAS Retention & Engagement Consultant (R&E) works in partnership with the National Contact Center (NCC) and Individual Advisory Services (IAS) Teams. R&E receives clients via referrals from our NCC business partners as either warm transfer or overnight referrals.
R&E Consultant work with two distinct populations of clients:
Clients who intend to roll funds out of TIAA (rollover to another firm)
Clients that are interested in learning about Individual Advisory Services (IAS) comprehensive financial planning offer.
This role based out of our Denver, CO office.... at its core the Retention & Engagement role is about educating our clients. R&E Consultants work with clients that are considering rolling assets out of TIAA with the goal of educating them about the value of TIAA’s products and services. R&E also works with IAS eligible clients by preparing them to participate in TIAA’s financial planning process. R&E Consultants are responsible for uncovering planning needs and establishing an appropriate agenda for our clients’ first meeting with TIAA WMA. IAS Retention & Engagement Consultants must balance inbound and outbound calls and meet service level requirements.
KEY RESPONSIBILITIES AND DUTIES:
Receive inbound call transfers from NCC for clients that are at risk of leaving
Receive inbound call transfers from NCC for clients interested in learning more about TIAA advisory services (AIS, FCG, WMA).
Address client questions, educate on current plan benefits and advocate for TIAA’s Advice offerings
Thoroughly articulate the value of TIAA (products, services and advice)
Perform outreach calls to identified retention and engagement clients while adhering to stated service level agreements
Refer eligible clients to the most appropriate advisory solution based on client complexity and need for engagement, advice & retention
Communicate and educate internal business partners on process updates and cross training
Participation in proactive outreach campaigns and/or pilot programs as necessary
Series 7 requiredor ability to obtain within 120 days(Licensed candidates strongly preferred)
State life insurance licensing capability in all 50 states., orobtain within 120 days
Passion foreducating clients and advocating for their best interest
Priorexperience in in financial services
Abilityto demonstrate competence in consultative sales process (CSP)
Strong working knowledge of TIAA’s products, services andfinancial planning capabilities
Strong working understanding of TIAA’s competitors’ products andservices
Thorough detailed understanding of TIAA’s advisory solutions
Fluent in financial planning challenges and solutions
Understanding of retirement planning, 403B & 401k markets,macro-economics and investment products (qualified and non-qualified)
Understanding of Deferred and Immediate annuities
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Job: Client Services
Primary Location: CO-WS2-DENV
Req ID: 1716238