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Individual Financial Consultant at TIAA - ApplyBlast

Individual Financial Consultant

TIAA

4 months ago

3.6 on Glassdoor

Onsite

Full Time

Senior

0 applicants

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About this role

The Individual Financial Consultant provides retirement education and investment advice to TIAA's clients, navigating both qualified and non-qualified product needs. The role primarily involves fielding inbound calls to identify needs, managing sales pipelines, and guiding clients through account openings and funding processes. Consultants must also meet specific asset growth and referral goals while administering the account setup and resolution of barriers.

Responsibilities

Field inbound calls to identify client product and investment needs
Create and manage opportunities for asset growth and account openings
Provide education on individual retirement accounts and pension enrollments
Generate referrals to advisory centers and banking partners
Exceed goals in client acquisition, retention, and voice of client surveys

Skills

Qualifications

Series 7 LicenseSeries 63 LicenseLife and Health Insurance LicenseSeries 6 License preferredUniversity Degree preferred

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.