Client Outreach Consultant
About the role
The Client Outreach Consultant 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 role 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 as identifying outside investable assets.
- Prepares prospective clients for their discovery meetings by setting expectations for the meeting agenda and educating clients on important documents they’ll need to bring.
- Monitors industry trends and opportunities by reviewing industry publications and contributes to the overall Wealth team with sales and client service ideas, best practices, and learned industry knowledge.
Requirements
- University degree preferred.
- 2+ years of work experience required; 3+ years preferred.
- FINRA Registrations: Series 6 or 7; Series 63.
- Life and Health Insurance License (National) required within 120 days.
- Sedentary work as physical requirement.
Skills
- Business Development
- Client Relationship Management
- Collaboration
- Consultative Communication
- Continuous Improvement Mindset
- Due Diligence
- Practice Management Strategy
- Prioritizes Effectively
- Quantitative Analysis
- Retirement Planning Selling
- Sales
- TIAA Products/Services Acumen
- Wealth Management
Pay
Base Pay Range: $71,800/yr - $77,800/yr. Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance.
Benefits
The organization offers a comprehensive Total Rewards package designed to support the well-being of associates and their loved ones. Benefits include a superior retirement program and highly competitive health, wellness, and work-life offerings that help achieve and maintain physical, emotional, and financial well-being.