Client Engagement Consultant This job drives asset retention and growth by engaging clients, prospects, and plan participants through assigned leads and proactive retention outreach, delivering a blend of retirement education and on-demand financial advice across a broad range of TIAA products and services. Working within a collaborative team environment, this role is responsible for converting assigned opportunities and retention-risk cases into retained and growing relationships, combining product education with in-the-moment advice and recommendations for clients who do not require or qualify for dedicated wealth services. Success in this role depends on responsiveness, sales execution and the ability to build trust quickly with clients who may be actively considering moving assets elsewhere.
Key Responsibilities and Duties- Engages clients primarily through two channels: assigned leads generated by internal lead-generation processes, and proactive outreach to retain clients identified as at risk of moving assets to another provider.
- Delivers a mix of retirement education (approximately 65%) and on-demand advice and product recommendations (approximately 35%) tailored to the client's immediate needs, including those who do not qualify or require wealth services.
- Counsels clients on retirement planning strategies, tax-deferred annuities, pension plans, IRAs, mutual funds, annuities, 403(b) plans, 529 plans, bank products and life insurance, with an emphasis on retention and asset consolidation.
- Fields inbound calls and assigned lead follow-ups, quickly identifies financial needs and retention risk, and develops tailored recommendations based on goals, risk profile, liquidity needs and tax considerations.
- Develops and manages a sales and retention pipeline, driving assigned leads and at-risk accounts through to close, and assisting clients with funding, rollovers and account establishment to retain and grow assets.
- Meets or exceeds performance goals including asset retention, asset growth, lead conversion rates, advice sessions, voice of the client surveys and overall productivity.
- Serves as a key contributor to the wealth referrals engine, identifying clients with complex needs and making timely referrals to Wealth Advisors and internal partners.
Educational Requirements- University (Degree) Preferred
Work Experience- 3+ Years Required; 5+ Years Preferred
FINRA Registrations- SRC Indicator: Series 7 and Series 63
Licenses and Certifications- Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
Physical Requirements- Physical Requirements: Sedentary Work
Career Level7IC
During 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, 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. All licenses must be obtained within 120 days from start date.
Related Skills
Business 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 Management
Anticipated Posting End Date:2026-11-13
Base Pay Range: $77,000/yr - $110,000/yr
Actual 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).
