Strategic Client Outreach & Wealth Advisory

TIAA; Dallas (TX); On-site; USD 72,000 - 78,000; Full time

Job summary

The Client Outreach Consultant at TIAA proactively contacts existing clients to introduce advisory products and services, aiming to schedule appointments across multiple advice channels. Under general supervision, you will work with the wealth team to understand client needs and connect them with appropriate resources.

Responsibilities include identifying financial planning gaps, educating clients on required documents, and keeping abreast of industry trends to contribute ideas that improve

Qualifications

• University degree preferred.
• 2+ years experience required; 3+ years preferred.
• FINRA registrations: Series 6 or 7; Series 63.
• Life and Health Insurance License (National) - Multiple Issuers required within 120 Days.

Responsibilities

• Reach out to existing clients to introduce advisory services and schedule appointments across multiple channels.
• Collaborate with internal partners to triage clients for advisory services.
• Identify potential financial planning gaps including asset allocation, income planning, estate planning, and incapacity planning needs.
• Prepare prospective clients for discovery meetings by outlining the meeting agenda and documents to bring.
• Monitor industry trends and share insights with the Wealth team to improve sales and client service.

Skills

Client Relationship Management

Business Development

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Wealth Management

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Education

University Degree Preferred

Job description

The Client Outreach Consultant at TIAA proactively contacts existing clients to introduce advisory products and services, aiming to schedule appointments across multiple advice channels. Under general supervision, you will work with the wealth team to understand client needs and connect them with appropriate resources.

Responsibilities include identifying financial planning gaps, educating clients on required documents, and keeping abreast of industry trends to contribute ideas that improve