Individual Financial Consultant Multi-lingual (Spanish)

Frisco, TX - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

The Individual Financial Consultant (IFC) provides retirement education and advice to the organizations clients and prospects. This job helps individuals navigate and where appropriate provides advice related to qualified and non-qualified product and investment needs. Working under general supervision this job is responsible for asset growth applicable plan advice referrals voice of the client surveys and other goals ensuring a good client experience. All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties

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 organizations 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.

Educational Requirements

University (Degree) Preferred

Work Experience

No Experience Required

FINRA Registrations

SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
5IC

Preferred Experience:

- 2 years of financial services experience

Related Skills

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

Anticipated Posting End Date:

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 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 non-annual sales incentive plans or other non-annual 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 market-leading retirement company fueled by world-class 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 well-being possible for its clients and is equally committed to the well-being 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 well-being. 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:

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Privacy Notices

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Required Experience:

Contract

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 organizations 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.