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.
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 Experience
- 2+ Years Required; 3+ Years Preferred
FINRA Registrations
- SRC 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 Level
6IC
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 Due Diligence, Wealth Management
Anticipated Posting End Date:
2025-05-06
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, non-annual sales incentive plans, or other non-annual incentive plans).
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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.
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.
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: (800) 842-2755
Email: [email protected]
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.
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What We Do
Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. 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.
And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.
Why Work With Us
TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.
