TIAA · 2 days ago
Individual Financial Consultant
United States
Full-time
Remote
New Grad, Entry Level
$32/hr - $36/hr
0+ years expTIAA is a market-leading retirement company dedicated to helping individuals secure a dignified retirement. The Individual Financial Consultant (IFC) provides retirement education and advice, primarily through inbound calls, while managing client relationships and ensuring a positive client experience.
FinanceFinancial ServicesLife Insurance
Responsibilities
Take inbound calls from both internal partners and clients to help identify product and investment needs
Determine where client has a need and create or manage associated opportunity to a won or lost sale
Provide advice or educate 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
Possess solid understanding of the organization’s digital new account opening requirements and processes to assist clients through this process
Develop and maintain a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account. This may include helping clients with funding, rollovers, not in good orders (NIGOs) or any other barriers to establishing an account
Responsible for meeting or exceeding 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
Many of the client interactions will require as much as two hours or more on the phone with a consultant
Make referrals to appropriate partners within the organization such as Individual Advisory Center (IAC), TIAA Client Relationships (TCR), and the Bank
Qualification
Required
Series 7
Series 63
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
University (Degree) Preferred
No Experience Required
Physical Requirements: Sedentary Work
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
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
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)
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
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