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Money in Motion Retention Consultant

Lewisville, TX

The Money In Motion Retention Consultant is a training position that 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.

Key Responsibilities and Duties

  • 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.

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  • 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.
  • Educational Requirements
    • University (Degree) Preferred
    Work Experience
    • 2+ Years Required; 3+ Years Preferred
    FINRA Registrations
    • SRC Indicator: Series 6 or 7; Series 63
    Licenses and Certifications
    • Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
    Physical Requirements
    • Physical Requirements: Sedentary Work

    Career Level

    Potential Salary: $35.48 USD

    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). 


    Company Overview

    TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

    COVID-19 Vaccination

    TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

    Benefits and Total Rewards

    The 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.

    Equal Opportunity

    We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

    Read more about the Equal Opportunity Law here.

    Accessibility Support

    TIAA 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. 

    If 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: 

    Phone: (800) 842-2755


    Privacy Notices

    For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

    For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

    For all other residents, click here to access the Applicant Privacy Notice.

    Job ID: 2b917cdf2dcbe2bb598bf897bf920d661c9f8158057ecf6ea4b0359be2b93db7
    Employment Type: Other