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TIAA · 5 months ago

Individual Financial Consultant

Dallas, TX, USA

Full-time

Onsite

New Grad, Entry Level

TIAA is a market-leading retirement company with over 100 years of experience in delivering secure retirement solutions. The Individual Financial Consultant (IFC) provides retirement education and advice to clients, helping them navigate their investment needs and ensuring a good client experience through various responsibilities including inbound calls and administrative follow-ups.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

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 organization’s 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

Qualification

Series 7Series 63LifeHealth Insurance LicenseClient Financial PlanningRetirement PlanningWealth ManagementConsultative CommunicationClient Relationship ManagementDue DiligenceFinancial MarketsMarket/Industry DynamicsPractice Management StrategySalesTIAA Products/Services Acumen

Required

Series 7

Series 63

Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

University (Degree) Preferred

No Experience Required

Benefits

Superior retirement program

Highly competitive health, wellness and work life offerings

Company

TIAA

Glassdoor3.9

TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.

Founded in 1918

New York, New York, USA

10001+ employees

https://www.tiaa.org

H1B Sponsorship

TIAA has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (1)

2020 (10)