Client Outreach Consultant

Client Outreach Consultant (T)

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.

• 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.

6IC

• University (Degree) Preferred

• 2+ Years Required; 3+ Years Preferred

• SRC Indicator:
  Series 6 or 7;
  Series 63

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

• Physical Requirements:
  
  Sedentary Work

• 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.

• 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: $30.77/hr - $41.92/hr

Benefits and Total Rewards include a superior retirement program and highly competitive health, wellness and work life offerings.

Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.