Hybrid Client Outreach Consultant

Posted 1 minute ago

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About the role

  • Client Outreach Consultant for TIAA proactively contacting clients to introduce financial advisory products. Collaborating with internal teams to recommend services and mitigate financial planning gaps.

Responsibilities

  • Proactively contacts clients to introduce advisory products and services
  • Collaborates with internal partners to triage clients for advisory services
  • Uncovers clients' potential financial planning gaps
  • Monitors industry trends and contributes to Wealth team

Requirements

  • 2+ Years Required; 3+ Years Preferred Work Experience
  • FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
  • Life and Health Insurance License (National) - Multiple Issuers required within 120 Days

Benefits

  • Comprehensive Total Rewards package
  • Superior retirement program
  • Highly competitive health, wellness and work life offerings
  • Professional development opportunities

Job title

Client Outreach Consultant

Job type

Experience level

JuniorMid level

Salary

$64,000 - $87,200 per year

Degree requirement

Bachelor's Degree

Location requirements

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