Aaron Logan
Financial Services Consultant @TIAA
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WORK HISTORY
Financial Services Consultant @TIAA
Increase client experience and advocacy scores by providing superior service, relationship management, & consulting to participants.o Educate clients in a clear and descriptive way about their options regarding account types, investment choices, TIAA annuities, retirement income, and potential tax implications where appropriate. o Utilize relational interaction to gain a better understanding of participants’ known or unknown needs, build rapport, and leverage TIAA products, services, as well as internal and external partners to provide the best consultation and resolution to participant inquiries.o Thoroughly assist clients with account maintenance of various types: new accounts, rollovers, contributions, distributions, transfers, retirement income, loans, RMD’s, trades, allocation, rebalancing, etc.o Review and discuss ERISA and non-ERISA plan rules with participants regarding their pensions, yielding more informed decisions by participants & an excellent service experience.o Identify net new asset opportunities, engaging clients in strategic discussion. Generate referrals for uncovered opportunities, contributing to increased net new assets for the company.o Consistently exceeding VOC (Voice Of Client) score goal since being on the phones at TIAA.o Continually go above and beyond to make sure clients feel heard, understood, related to, and taken care of, resulting in clients regularly asking if they can work with me again.
EDUCATION
University of North Texas
BA
SKILLS
ABOUT AARON LOGAN
Highly experienced and motivated financial services professional with 19 years of…
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