Mike Hecklinger
Financial Consultant | Retirement Services at TIAA | Denver, Colorado, United States
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Mike Hecklinger serves as a Financial Consultant in Retirement Services at TIAA, where he plays a pivotal role in guiding clients through the complexities of retirement planning. With a focus on lifetime income strategies and retirement preparedness, Mike leverages his extensive expertise to coach TIAA's retirement plan consultants. His mentorship is instrumental in equipping new hires with the knowledge and skills necessary to navigate various retirement accounts, including IRA, 401(k), 403(b), 401(a), and 457(b) plans.
In his current role, Mike efficiently manages approximately 20 retirement solutions phone meetings daily, ensuring that clients receive tailored advice that aligns with their financial goals. His commitment to customer care and relationship building has resulted in a remarkable retention of a minimum of $250k in monthly assets under management. This achievement is critical in preventing hasty rollovers and maintaining clients' long-term financial stability.
Mike's strategic approach to financial coaching emphasizes problem-solving and collaboration with internal teams, allowing him to address client concerns effectively and foster a seamless transition from account accumulation to lifetime annuity income. His leadership skills not only enhance the capabilities of his team but also contribute to TIAA’s mission of empowering individuals to achieve financial security in retirement. As a seasoned professional in the financial services industry, Mike continues to make a significant impact by combining his passion for client relations with a deep understanding of retirement solutions.
Financial Consultant | Retirement Services at TIAA in August 2021 to Present
Financial Service Specialist | Payment Card Industry | Sales at Nordstrom in October 2017 to August 2021
FinTech Business Development | Client Relations at Cachematrix in January 2014 to January 2016
Sales and Marketing Director at Communications Strategy Group in January 2012 to January 2014
Senior Vice President, Marketing Agency Account Executive at Asset Communications, Inc. in January 2006 to January 2012
Director of Marketing, Select Sector ETFs and First Funds at ALPS in January 1998 to January 2005
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University of Vermont, Bachelor's Degree
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Problem Solving
Relationship Building
Business-to-Business (B2B)
Client Relations
Retirement Planning
Customer Engagement
Financial Coaching
Coaching
Variable Annuities
Securities
Marketing Communications
Strategy
Financial Services
Marketing
New Business Development
Sales Operations
Account Management
Digital Marketing
Marketing Strategy
Lead Generation
CRM
Public Relations
Mutual Funds
Investments
Tax Preparation
Management
Leadership
Estate Tax Planning
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Discover more about TIAAWhat is Mike Hecklinger email address?
Email Mike Hecklinger at [email protected] and [email protected]. This email is the most updated Mike Hecklinger's email found in 2026.
How to contact Mike Hecklinger?
To contact Mike Hecklinger send an email to [email protected] or [email protected]. (updated on August 25, 2024)
What company does Mike Hecklinger work for?
Mike Hecklinger works for TIAA
What is Mike Hecklinger's role at TIAA?
Mike Hecklinger is Financial Consultant | Retirement Services
What is Mike Hecklinger's Phone Number?
Mike Hecklinger's phone (303) ***-*279
What industry does Mike Hecklinger work in?
Mike Hecklinger works in the Financial Services industry.
Mike Hecklinger Email Addresses
Mike Hecklinger Phone Numbers
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