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