Individual Financial Consultant
Individual Financial Consultant
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Salary Not Disclosed
1 Vacancy
Job Description
The Individual Financial Consultant (IFC) provides retirement education and advice to the organizations clients and prospects. The IFC helps individuals navigate and where appropriate provide advice related to qualified and nonqualified product and investment needs. The typical consultant spends the majority of their time fielding inbound calls and the remainder of their time on follow up to clients and prospects. The role is responsible for asset growth applicable plan advice referrals voice of the client surveys and other goals ensuring a good client experience. In addition to their sales responsibilities the consultant performs many of the administrative functions related to following up and closing both education and growth related opportunities. A consultant has their series 7 66 and Health/Life licensing in all 50 states. This role falls under the scope of the BrokerDealer. All licenses must be obtained within 120 days from start date.
Key Responsibilities and Duties
- 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 organizations 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.
- University (Degree) Preferred
- No Experience Required
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State) Multiple Issuers required within 120 Days
- Physical Requirements: Sedentary Work
Career Level
5IC
Related SkillsClient 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
Anticipated Posting End Date:
Base Pay Range: $26.00/hr. $41.54/hr.Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location. In addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Privacy Notices
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For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Contract
Employment Type
Full-Time
