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Financial Consultant
TIAAIndividual Financial Consultant provides retirement education and advice for clients. Assisting clients with investment needs and account setup while achieving growth and retention goals.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- superior retirement program
- highly competitive health, wellness and work life offerings
ATS Keywords
✓ Tailor your resumeApplicant 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