Strategic Client Outreach Consultant

TIAA; Charlotte (NC); On-site; USD 72,000 - 78,000; Full time

Job summary

TIAA is seeking a Client Outreach Consultant in Charlotte, NC to proactively contact existing clients, introduce advisory products and services, and partner with advice channels to schedule appointments. The role reviews client financials to tailor recommendations and expands opportunities for Wealth solutions.

The candidate should have 2+ years experience (3+ preferred), FINRA Series 6/7 and Series 63, and Life/Health Insurance licensing within 120 days. Base pay range is shown in posting.

Qualifications

• University degree preferred.
• 2+ years experience required; 3+ years preferred.
• FINRA: Series 6 or 7; Series 63.
• Life and Health Insurance License required within 120 days.

Responsibilities

• Reach out to existing clients to introduce advisory services and schedule appointments.
• Collaborate with internal partners to triage clients for advisory services.
• Identify potential financial planning gaps in assets, income, estate, and planning needs.
• Prepare clients for discovery meetings by outlining agenda and documents needed.
• Monitor industry trends and contribute ideas to Wealth team.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Education

University Degree Preferred

Job description

TIAA is seeking a Client Outreach Consultant in Charlotte, NC to proactively contact existing clients, introduce advisory products and services, and partner with advice channels to schedule appointments. The role reviews client financials to tailor recommendations and expands opportunities for Wealth solutions.

The candidate should have 2+ years experience (3+ preferred), FINRA Series 6/7 and Series 63, and Life/Health Insurance licensing within 120 days. Base pay range is shown in posting.