Jared Miller
Broomfield
Summary
Senior sales and financial services leader with 20+ years of experience driving revenue growth, client retention, and advisory engagement across institutional and retail markets. Proven record of company-leading performance, national sales leadership, and execution in high-stakes, client-critical environments. Known for consultative selling, executive presence, and the ability to influence clients, advisors, and senior stakeholders while building trust, loyalty, and long-term value.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Retention & Engagement Specialist
TIAA (Financial Services)
01.2023 - 01.2025
- Led high-stakes retention initiatives for clients showing intent to transfer assets.
- Achieved the highest client retention rate company-wide (56%–68%), exceeding the departmental goal of 40%.
- Conducted in-depth financial needs assessments, delivering tailored education and strategic solutions.
- Partnered cross-functionally with the National Contact Center and Advisory Services Group to re-engage at-risk clients.
- Executed proactive outbound retention campaigns and enterprise pilot programs while meeting service-level agreements.
- Recommended best advised solutions aligned with client goals and complexity.
- Recognized as a subject-matter expert supporting cross-training and mentoring.
Senior Customer Advocate
TIAA (Financial Services)
01.2015 - 01.2023
- Delivered comprehensive education on retirement plans, products, and services to institutional and individual clients.
- Selected and trained to support Harvard University members, providing dedicated, high-touch service.
- Resolved complex client issues with satisfaction rates over 97% while adhering to service level agreements.
- Positioned organizational values, products, and advisory services to deepen client engagement.
- Collaborated with internal business partners and leadership to enhance service delivery.
- Selected to work with Field Support and Institutional partners, including in-person educational seminars at the universities.
Financial Services Professional
New York Life & NYLIFE Securities LLC
01.2010 - 01.2015
- Provided financial strategies across retirement planning, tax diversification, capital preservation, and estate planning.
- Specialized in life insurance and annuity solutions supporting long-term growth and guaranteed income needs.
- Educated clients on product risks, tradeoffs, and benefits to support informed decision-making.
- Collaborated with agents, directors, and management to deliver customized recommendations.
- Selected for Partner Track (Management), reflecting leadership potential and consistent top-tier performance, and awarded Rookie of the Year.
- Achieved annual Council Agent status, leading the Denver market in the highest case-rate average per policy.
Education
Business Management and Communications
Portland State University
Portland, ORImprovisational Acting and Stand-Up Comedy
Portland Community College
Portland, ORSkills
- Enterprise Sales
- Client Retention & Engagement
- Consultative & Advisory Sales
- Revenue Growth
- National Sales Leadership
- Training & Talent Development
- Public Speaking & Executive Presentations
- Strategic Partnerships
- Complex Client Solutions
- Stand-Up and Improv Comedy (Story telling and presence)
Certification
- Life Insurance License
- FINRA Series 6
- FINRA Series 63
- MAP Certification (Macro Asset Perspective)
Timeline
Retention & Engagement Specialist
TIAA (Financial Services)
01.2023 - 01.2025
Senior Customer Advocate
TIAA (Financial Services)
01.2015 - 01.2023
Financial Services Professional
New York Life & NYLIFE Securities LLC
01.2010 - 01.2015
Improvisational Acting and Stand-Up Comedy
Portland Community College
Business Management and Communications
Portland State University