Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ben Weaver

Dallas

Summary

Accomplished, results-oriented retirement plan expert with over 9 years of experience advocating for plan participants over the phone, guiding them in meeting their retirement goals. I did this for many high-net-worth customers working at some of the most prestigious institutions, such as Harvard, Yale, Johns Hopkins University, and many other non-profits. I exceeded all metric-oriented goals given to me, such as Asset Growth Opportunities, Customer Satisfaction (via surveys), and call time efficiency. I enjoy helping others.

Overview

14
14
years of professional experience
1
1
Certification

Work History

National Support Line- Senior Advocate

TIAA
10.2025 - Current
  • Resolved complex customer issues through effective collaboration with team members.
  • Monitored service requests to ensure timely customer follow-up.
  • Managed escalated issues from inception to resolution.
  • Coached NCC members on proficient use of internal resources for problem-solving.

Premier Customer Advocate

TIAA
01.2019 - 10.2023
  • Serviced prestigious institutions, including Harvard and Johns Hopkins, with exceptional dedication.
  • Exceeded asset growth opportunity targets by leveraging strategic insights.
  • Mentored new hires to enhance team capabilities and knowledge base.
  • Assisted consultants in resolving complex issues via internal communication channels.
  • Selected as a top consultant to support high-profile clients due to outstanding performance.

Soldier

U.S Army Reserves
01.2012 - 01.2017
  • Learned about the importance of timeliness.
  • I learned to work hard.
  • Learned to work proficiently as a member of a team.
  • Followed orders and carried out mission directives with professionalism and compassion despite chaotic and emotionally stressful circumstances.

Education

High School Diploma -

Nimitz High School
Irving, TX
06.2013

Skills

  • Building Customer Trust and Loyalty
  • Calm and Professional Under Pressure
  • Quarterbacking Asset Growth
  • Creative Problem Solving
  • De-escalation Techniques
  • Customer Retention Strategies
  • Researching & Resolving Issues
  • Educating Customers
  • Computer Skills
  • Microsoft Office

Certification

Series 6 & 63

Timeline

National Support Line- Senior Advocate

TIAA
10.2025 - Current

Premier Customer Advocate

TIAA
01.2019 - 10.2023

Soldier

U.S Army Reserves
01.2012 - 01.2017

High School Diploma -

Nimitz High School

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