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Client Outreach Consultant
TIAAClient Outreach Consultant introducing advisory products to clients of TIAA through proactive outreach. Collaborating with internal partners to assist clients in financial planning and advisory services.
Posted 6/11/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $64,000 - $87,200 per yearWebsite
About the role
Key responsibilities & impact- proactively contacts the organization's clients to introduce advisory products and services
- works in partnership with the organization's advice partners to reach out to clients
- reviews client financials to understand their risks and opportunities to recommend the right products and services
Requirements
What you’ll need- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
Benefits
Comp & perks- comprehensive Total Rewards package
- superior retirement program
- highly competitive health, wellness and work life offerings
ATS Keywords
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Soft Skills
proactive communicationclient relationship managementfinancial analysisrisk assessmentproduct recommendation
Certifications
FINRA Series 6FINRA Series 7FINRA Series 63Life and Health Insurance License