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for resolving client questions, educating clients regarding investment options and requirements, facilitating transfers, and positioning the organization's solutions when appropriate. Key Responsibilities and Duties Addresses client questions, backsses the client's financial needs, educates on relevant product benefits and provides appropriate solutions while advocating for the organization's products and services.

Receives inbound call transfers from the NCC of clients that are at risk of leaving and/or clients interested in learning more about and engaging with the organization's advisory services. Performs outreach calls to identified retention clients while adhering to stated service

level agreements. Refers clients to the most appropriate advised solution based on client complexity and need for engagement, advice and retention. Communicates and educates internal business partners on process updates and cross training.

Participates in proactive outreach campaigns and/or pilot programs, as necessary. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 6 or 7; Series 63Licenses and Certifications Life and Health Insurance License (National) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 6ICRelated

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 Anticipated Posting End Date: Base Pay Range: $26.69/hr.

- $38.03/hr. 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, interaction, religion, veteran status, disability, interactionual 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-xyz XEmail: vacy 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.

administration tasks and amplify their human resources function, enabling them to focus on the most important things: their work and their people. What You'll Love About Obsidian HR At Obsidian HR, we believe in working hard but doing so in a fun and stimulating environment.

Some of the highlights include: Our team. Our employees and customers consistently express the best thing about Obsidian HR is our team. We appreciate and have empathy for each other. And we stay customer-obsessed. When our customers win, we win. We are the F. A. C. E. S. (Fun. Appreciation. Customer-Obsessed. Empathy. Self-Awareness. ) of our culture. A commitment to holistic well being. Generous employer contributions

toward medical benefits, paid holidays and PTO, paid parental leave, student loan repayment assistance and 401k match are just a few of the ways we demonstrate our commitment to our team's physical, mental and financial well being.

Professional Growth & Development. We offer opportunities for continuing education and make new opportunities available internally first. At Obsidian HR, we learn and we play for keeps. We hold ourselves to the highest standard and strive towards excellence. However, we know (from experience! ) that the road to excellence is paved with lessons learned and we give our team the space to take on new challenges, to make mistakes, and to learn from them! What You'll

Do Your role will be responsible for leading our clients through technology changes that will require a high degree of project management skills and communication.

As a Migration Consultant, you will work directly with our client stakeholders, managing communications, training, and project timelines. You will coordinate with our internal service and technology teams on each client's project specifics, making sure that each migration is as smooth as possible. It is expected that you can manage 10-15 migrations at one time. This role will act on many different levels of our overall company enterprise, including our parent company and its subsidiaries.

Responsibility Product owner. Owns all client migration efforts, including, but not limited to, communication, training, functionality analysis, coordination efforts, and exceptional customer service. Communication. Attention to effective, concise communication in relaying sometimes complex information and step-by-step instructions to key stakeholders. Must be able to provide clear and consistent communication on project timelines and schedule adjustments. Implementation. Ability to guide clients onto our HRIS technology and provide effective training and clear goals. Training & presenting. Learns and applies expert knowledge of our HRIS technology to effectively train clients in a non-technical form factor.

Project Management. Coordinate migration schedules and communication with our Migrations Success Partner. Be able to pivot quickly with both client schedules and addressing client concerns. Work directly with our service and technology teams for complex questions, data analysis, and system configuration. Competencies Be an owner with your responsibilities. We're depending on you! Planning and Organizing. Clear objectives with training initiatives that align with project needs and timeframes.

Project Manager. Plans ahead and is able to manage multiple projects simultaneously. Patient. Ability to work with individuals with different learning styles and needs. Customer-focused and good listener. We partner with our clients and that means we have to listen to make sure we're solving the right problems for them. Team player with strong communication. The focus of working together to accomplish a common goal, using effective communication and training tactics. Attention to detail. Able to dive deep into the specifics of each client and analyze unique needs. Experience 3+ years of prior experience in technology implementation, customer success role.

Associate's or Bachelors' Degree. Knowledge and/or prior experience working with HR technology is a plus but not required. Project management experience is a plus. What Your Compensation Looks Like Salary : $70,000-80,000 Type: Full-Time About this role: This role will be full-time, working at various levels of the organization enterprise. Benefits and Perks We invest in our people in many ways including training, career development, and competitive compensation. To name just a few of our benefits. Company contribution towards individual healthcare plans (medical, drug, vision, and dental) 401k Company Match Paid Parental Leave Student Loan Repayment Assistance Generous paid time off: including 7 observed holidays, floating holidays, and paid volunteer time Flexible Spending, Life, and Accident insurance programs Professional Development and Certification assistance Quarterly company-wide events Complimentary coffee, drinks, and snacks in the break room Obsidian HR is an equal opportunity employer.

All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.

We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, interactionual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, and local law.

promote their products or services -Cold call and hunt for new potential clients to offer our marketing services in the Lakewood, CO area. -Prepare and deliver sales presentations to new and existing customers om the Lakewood, CO area -Conduct research on customers to determine if there is a mutual fit for both parties.

Please apply directly to this post with your resume. Lakewood, CO

will help promote their products or services -Cold call and hunt for new potential clients to offer our marketing services in the Fort Collins, CO area. -Prepare and deliver sales presentations to new and existing customers om the Fort COllins, CO area -Conduct research on customers to determine if there is a mutual fit for both parties.

Please apply directly to this post with your resume. Fort Collins, CO