Individual Financial Consultant

Overview

The Individual Financial Consultant (IFC) provides retirement education and advice to the organization s clients and prospects. The IFC helps individuals navigate and, where appropriate, provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of time fielding inbound calls and the remainder on follow up to clients and prospects. The role is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals to ensure a good client experience.

In addition to sales responsibilities, the consultant performs many administrative functions related to following up and closing both education and growth related opportunities. A consultant has their Series 7, 66 and Health/Life licensing in all 50 states. This role falls under the Broker-Dealer. All licenses must be obtained within 120 days from start date.

• Take inbound calls from both internal partners and clients to help identify product and investment needs.
• Determine where the client has a need and create or manage the associated opportunity to a won or lost sale.
• Provide advice or educate clients related to investment, advice, product concerns related to IRAs, retirement (pension enrollments), after tax annuities (ATA), retirement planning, and retirement income.
• Possess a 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 goals that impact client acquisition and retention, including referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity.
• Many client interactions may require up to 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.

• University (Degree) Preferred

• No Experience Required

• SRC Indicator:
  Series 7;
  Series 63;
  Series 65;
  Series 66

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

• Sedentary Work

Career Level:

5IC

Related

Skills:

Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management

Anticipated Posting End Date:

Base Pay Range: $32.64/hr - $36.30/hr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the compensation package may include participation in incentive programs tied to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we re a market-leading retirement company fueled by world-class asset management. We re fighting harder than ever before for our clients and the many Americans who need us.

At TIAA, we re on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow s challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen s entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients  lives grows stronger.

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement…