Client Outreach Consultant

Client Outreach Consultant 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 job reviews client financials to understand their risks and opportunities to recommend the right products and services.

Key Responsibilities and Duties 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.

Monitors 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.

Educational Requirements University (Degree) Preferred Work Experience2+ Years Required; 3+ Years PreferredFINRA RegistrationsSRC Indicator:
Series 6 or 7;
Series 63

Licenses and Certifications Life and Health Insurance License (National) - Multiple Issuers required within 120 Days

Physical Requirements

Physical Requirements:

Sedentary Work Career Level6

ICRelated 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 Anticipated Posting End Date:

Base Pay Range: $71,800/yr - $77,800/yr Actual base salary may vary based upon, but not limited to, 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, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans)._____________________________________________________________________________________________________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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre 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…