Client Outreach Consultant

Client Outreach Consultant (T) Key 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 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 Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses & Certifications Life and Health Insurance License (National) – Multiple Issuers required within 120 Days Physical Requirements Sedentary Work Required Skills 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. Related 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 Benefits and Total Rewards 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. To learn more about your benefits, please review our Benefits Summary ( Base Pay Range $30.77/hr – $41.92/hr Equal Opportunity We are an 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. 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: View phone number on click.appcast.io Email: View email address on click.appcast.io 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 ( #J-18808-Ljbffr Teachers Insurance and Annuity Association of America