Client Outreach Consultant

Responsibilities

• Proactively contact existing clients to introduce advisory products and services
• Schedule appointments with various advice channels to support client financial goals
• Collaborate with internal partners to triage clients for advisory services
• Identify financial planning gaps, including asset allocation, income, estate, and incapacitation planning
• Prepare prospective clients for discovery meetings by setting expectations and educating them on required documentation
• Monitor industry trends and contribute sales and client service ideas to the Wealth team

Requirements

• 2+ years of experience in the Financial Services industry
• Active FINRA Series 6 or Series 7 license
• Active FINRA Series 63 license
• Ability to obtain Life and Health Insurance License (National) within 120 days

Preferred Qualifications

• University degree
• 3+ years of experience in Financial Services

Benefits

• Comprehensive Total Rewards package
• Superior retirement program
• Competitive health, wellness, and work-life offerings
• Opportunities for professional growth and meaningful learning experiences

About the Company

TIAA is a market-leading retirement company that has been delivering financial security for more than 100 years. Founded to help educators retire with dignity, TIAA now provides a wide range of financial products and services to millions of people working in the not-for-profit sector.