Individual Financial Consultant Multi-lingual; Spanish

Position Summary

Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. The role helps individuals navigate and, where appropriate, provides advice related to qualified and non-qualified product and investment needs. Working under general supervision, the IFC is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience.

• Takes inbound calls from both internal partners and clients to help identify product and investment needs.
• Determines where a client has a need and creates or manages associated opportunity to a won or lost sale.
• Provides advice or educates clients related to investment, product concerns and individual retirement accounts (IRAs), retirement (pension enrollments), after‑tax annuities (ATA), retirement planning, and retirement income.
• Possesses a 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 order (NIGOs) or any other barriers to establishing an account.
• Meets or exceeds several goals that directly impact client acquisition and retention, including referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity.

• Education:
  
  University (Degree) Preferred;
  No Experience Required.
• Licenses and
  
  Certifications:
  
  Series 7;
  Series 63;
  Life and Health Insurance License (Resident State) – Multiple issuers required within 120 days.
• All licenses must be obtained within 120 days from start date.
• Physical Requirements:
  
  Sedentary work.
• Career Level:
  
  5IC.

Anticipated Posting End Date:

We are an Equal Opportunity Employer. TIAA does not discriminate on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.