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TIAA · 20 hours ago

Financial Consultant

Carmel, IN

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $100K/yr

3+ years exp

TIAA is a market-leading retirement company with over 100 years of experience in delivering secure retirement solutions. The Financial Consultant role involves providing in-person and virtual financial counseling to clients, helping them achieve their financial goals through TIAA's diverse product offerings.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

Responsibilities

Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets

Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based

Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests

Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives

Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives

Develops and maintains strong relationship with Institutional Plan Sponsors

Qualification

Series 7Series 63LifeHealth Insurance LicenseFinancial Services ExperienceClient Relationship ManagementRetirement Planning SellingCommunicationProblem SolvingNegotiation