Client Outreach
Responsible for leading a team of Outreach Consultants who work in partnership with TIAA's advice partners. Outreach Consultants proactively contact unengaged TIAA clients through proactive and reactive leads to introduce TIAA's advisory services. The Outreach Consultant team's primary function and responsibility is to contact unengaged clients and introduce TIAA's advisory services through multiple lead sources. Lead sources include business partner referrals, marketing & product campaigns and regional specific initiatives that include plan level events.

Key Responsibilities and Duties

• Oversight for Compliance of Supervisory Policies/Procedures and teams.
• Adherence to FINRA, SEC and state Insurance Department regulations.
• Oversight, coaching, development, performance management and other supervisory tasks of a team of licensed and registered Outreach Consultants.
• Ensure team’s quality interactions with existing and prospective clients.
• Responsibility for Outreach Consultants' accuracy of information and advice through regular and consistent review of call reviews, 1:1’s, training and team meetings.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 24

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8PL

Preferred:

• People leader experience managing/leading a team
• Series 7 & 24 preferred at the time of application, however required within 120 days of start date
• Life and Health Insurance license required within 120 days of start date

#LI-VM1

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 Management

Base Pay Range: $77,000/yr. - $137,500/yr.

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).

_____________________________________________________________________________________________________

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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: accessibility.support@tiaa.org

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 Nuveen residing in Europe and APAC, please click here.

For Applicants of Greenwood residing in Brazil (English), click here.

For Applicants of Greenwood residing in Brazil (Portuguese), click here.

For Applicants of Westchester residing in Brazil (English), click here.

For Applicants of Westchester residing in Brazil (Portuguese), click here.