Financial Consultant
TIAA
full-time
Posted on:
Location Type: Office
Location: Dallas • North Carolina • Texas • United States
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About the role
- 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.
- Responsible for meeting or exceeding several goals that have a direct impact on client acquisition and retention including referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity.
Requirements
- University (Degree) Preferred
- No Experience Required
- Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment adviceretirement planningsales opportunity managementclient educationaccount opening processespipeline developmentgoal achievementproduct knowledge
Soft Skills
communicationclient relationship managementproblem-solvingorganizational skillsadvisory skills
Certifications
Series 7Series 63Life Insurance LicenseHealth Insurance License