About this role
Client Outreach Retention Consultant at TIAA. Location: Dallas or Frisco. Role: addressing clients, performing outreach, facilitating transfers Requirements: 2+ years experience, university degree preferred. Must hold FINRA Series 6/7 and Series 63 (SRC indicated), obtain national life and health insurance license within 120 days, strong client communication and sales/retention skills. Category: Sales Seniority: Entry Level Certifications: series 6, series 7, series 63, life and health insurance (national) Commitment: Full Time Workplace: Hybrid Languages: English