Position Overview
As a member of the Protection Solutions (PS) team, the Retention Consultant plays a critical role in strengthening and advancing the organization's retention strategy. This position is responsible for maximizing client retention efforts, enhancing advisor effectiveness, and supporting business growth by ensuring clients continue to see value in and trust our protection solutions.
Reporting to the Retention Manager, the Retention Consultant acts as both a strategic partner and operational expert, providing support, insights, and coaching to the Retention team and broader PS organization. Through collaboration, performance analysis, change leadership, and continuous improvement, the role contributes directly to client loyalty, advisor success, and achievement of business objectives.
The Retention Consultant develops and implements retention initiatives, identifies opportunities to improve client and advisor experiences, and works across multiple business areas to suppor...