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.


  • 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)

  • Bachelor’s Degree

  • 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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This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


Job: Client Services

Primary Location: CO-WS2-DENV

Req ID: 1716238