Client Outreach/Retention Consultant
Listing sourced from adzuna on 7/22/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
Client Outreach Retention Consultant The Client Outreach Retention Consultant 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 or…
Salary Context for Sales Manager
The US national median for Sales Manager is $135,160; in Charlotte the median is $137,863 (+2% vs national).
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