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TIAA · 1 day ago

Individual Financial Consultant Multi-lingual

Dallas, TX

Full-time

Onsite

New Grad, Entry Level

0+ years exp

TIAA is a market-leading retirement company that has been providing secure retirement solutions for over 100 years. The Individual Financial Consultant role involves providing retirement education and advice to clients, helping them navigate their investment needs, and ensuring a positive client experience through various sales and service goals.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

Takes inbound calls from both internal partners and clients to help identify product and investment needs

Determines where client has a need and create or manage associated opportunity to a won or lost sale

Provides advice or educates clients related to investment, advice, product concerns related to individual retirement accounts (IRAs), retirement (pension enrollments), after tax annuities (ATA), retirement planning, and retirement income

Possesses solid understanding of the organization’s digital new account opening requirements and processes to assist clients through this process

Develops and maintains a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account, including helping clients with funding, rollovers, not in good orders (NIGOs) or any other barriers to establishing an account

Meets or exceeds several goals that have a direct impact on client acquisition and retention including but not limited to: referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity

Qualification

Series 7Series 63LifeHealth Insurance LicenseClient Financial PlanningRetirement PlanningClient Relationship ManagementConsultative CommunicationDue DiligenceFinancial MarketsSalesSpanish Speaking

Required

All licenses must be obtained within 120 days from start date

University (Degree) Preferred

No Experience Required

SRC Indicator: Series 7; Series 63

Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Candidate will be required to pass Spanish speaking assessment

Client Financial Planning

Client Relationship Management

Consultative Communication

Due Diligence

Financial Markets

Market/Industry Dynamics

Practice Management Strategy

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Management

Benefits

Superior retirement program

Highly competitive health, wellness and work life offerings

Company

TIAA

Glassdoor3.9

TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.

Founded in 1918

New York, New York, USA

10001+ employees

https://www.tiaa.org

H1B Sponsorship

TIAA has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (1)

2020 (10)