Client Retention Strategist – Financial Services

Teachers Insurance and Annuity Association of America (TIAA) is seeking a Client Outreach Retention Consultant in Charlotte, NC. You will resolve client questions, educate on investment options, and facilitate transfers while promoting TIAA solutions.
The role starts with hourly training and overtime eligibility, then transitions to exempt salaried status with similar pay. Requires FINRA registrations and Life/Health licenses, plus 2+ years' experience.

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