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.
#J-18808-LjbffrStrategic Client Outreach Consultant in charlotte at Unknown Company
This position is listed as full time and onsite.