Client Outreach Consultant
About the role
The Client Outreach Consultant is a training position that proactively contacts the organization's clients to introduce advisory products and services. Under general supervision, this position works in partnership with the organization's advice partners to reach out to clients. This job reviews client financials to understand their risks and opportunities to recommend the right products and services.
Responsibilities
- Reaches out to existing clients to introduce the organization’s advice services with the goal of scheduling appointments with the organization’s multiple advice channels.
- Collaborates with internal partners to assist in triaging clients who may want to take advantage of the organization’s advisory services.
- Uncovers clients' potential financial planning gaps that often include: asset allocation, income planning, estate planning, incapacitation planning needs as well identifying outside investable assets.
- Prepares prospective clients for their discovery meetings by setting expectations for what the meeting agenda will look like, as well as educating the clients on what important documents they’ll need to bring to the meeting.
- Maintains awareness of industry trends and opportunities by reviewing industry publications, and contributes to overall Wealth team with sales and client service ideas, best practices and learned industry knowledge.
Requirements
- University (Degree) Preferred
- Work Experience: 2+ Years Required; 3+ Years Preferred
- FINRA Registrations: SRC Indicator: Series 6 or 7; Series 63
- Licenses and Certifications: Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
Qualifications
- Experience in Financial Services industry
- Must have active FINRA Licenses - Series 6 or Series 7, Series 63
- Life and Health Insurance (National) - Multiple Issuers required within 120 Days
Skills
- Business Development
- Client Relationship Management
- Collaboration
- Consultative Communication
- Continuous Improvement Mindset
- Due Diligence
- Practice Management Strategy
- Prioritizes Effectively
- Quantitative Analysis
- Retailing Planning
- Selling
- Sales
- TIAA Products/Services Acumen
- Retirement Planning
- Financial Services Industry Knowledge
Benefits
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
Pay
Base Pay Range: $28.51/hr - $39.90/hr
Schedule
Commensurate with experience
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.