Client Outreach Consultant
Client Outreach Consultant
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Salary Not Disclosed
1 Vacancy
Job Description
The Client Outreach Consultant is a training position that proactively contacts the organizations clients to introduce advisory products and services. Under general supervision this position works in partnership with the organizations 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 organizations advice services with the goal of scheduling appointments with the organizations multiple advice channels.
- Collaborates with internal partners to assist in triaging clients who may want to take advantage of the organizations 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 theyll 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.
- 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
Career Level
6IC
Related SkillsBusiness 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 Due Diligence Wealth Management
Anticipated Posting End Date:
Base Pay Range: $26.69/hr. $38.06/hr.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 nonannual sales incentive plans or other nonannual 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 were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats 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 wellbeing. To learn more about your benefits please review our Benefits Summary.
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.
Read more about your rights and view government notices here.
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:
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.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Contract
Employment Type
Full-Time
