About this role
Client Outreach/Retention Consultant at Tiaa. Location: Dallas or Charlotte. Role: addressing clients, performing outreach, educating clients Requirements: 2+ years experience, Series 6 or 7 and Series 63 registrations, national life and health insurance license within 120 days, university degree preferred, strong client communication and sales/retention skills. Category: Sales Seniority: Entry Level Certifications: series 6, series 7, series 63, life and health insurance Commitment: Full Time Workplace: Onsite Languages: English