Retention Consultant

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.

Position Responsibilities

• Partner with the Retention Manager and leadership team to support change management, communications, issue resolution, and decision‑making.
• Collaborate with Retention Strategy, Product, Platform, Marketing, and other business partners to introduce new products, tools, training, and initiatives.
• Lead retention reviews and discovery activities to identify performance gaps, best practices, and opportunities to improve client outcomes.
• Support alignment of Affinity Distribution strategies to deliver a differentiated and consistent clie...