TIAA Money In Motion Outreach Manager in Lewisville, Texas
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’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 Retention and Engagement Consultants
Ensure team’s quality interactions with existing and prospective clients
Responsibility for IAOC consultant’s accuracy of information and advice through regular and consistent review of Call Reviews, 1:1’s, training and team meetings.
- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- SRC Indicator: Series 7; Series 24
Licenses and Certifications
- Life and Health Insurance License (Resident State) - Multiple Issuers preferred
- Physical Requirements: Sedentary Work
Bachelor’s degree or equivalent combination of education and experience
Series 7 and state licensing
Series 24 preferred, or obtained within 120 days
Exceptional verbal and written communication skills
Solid Interpersonal Skills
Ability to effectively manage and develop a high performing team to meet business goals while maintaining solid internal business partner relationships
Proven experience working effectively with Continuous Improvement and project management
Proven experience in coaching and career development
High level understanding of financial planning industry
Detailed knowledge of TIAA products and services, as well as competitor’s products and services
Base Pay Range: $81,900/yr. - $136,600/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).
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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 (https://www.dol.gov/general/topics/posters) .
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
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.