Financial Consultant
TIAA(2 months ago)
About this role
The Financial Consultant provides in-person and virtual financial counseling on the full spectrum of TIAA products and services to participants, prospects, beneficiaries and their legal or financial representatives. The role supports institutional clients aligned to regional structures and delivers financial planning advice to help clients achieve immediate and long-term retirement and investment goals. The position includes an initial paid training period with required licensing within 120 days.
Required Skills
- Client Relationships
- Retirement Planning
- Financial Advice
- Product Knowledge
- Sales
- Communication
- Negotiation
- Tax Strategies
- Business Development
- Problem Solving
Qualifications
- University Degree Preferred
- Series 7
- Series 63
- Life and Health Insurance License (Resident State)
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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