Associate Financial Consultant (AFC National Plan Event Team)
About the role
The Associate Financial Consultant assists and answers questions through virtual interactions for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. As a part of TIAA's Individual Advisory Center, this job covers institutions aligned to regional structures and offers financial planning advice via phone and video chat to help clients accomplish their immediate and long-term financial goals.
Responsibilities
- Answers participant questions on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and grow assets.
- Educates 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 relationships with Institutional Plan Sponsors.
Requirements
Key Requirements:
- University (Degree) Preferred
- 2+ Years Work Experience Required; 3+ Years Preferred
- TIAA FINRA Registrations SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Qualifications
Qualifications:
- None specified
Skills
Skills:
- Accountability
- Business Acumen
- Business Development
- Client Relationship Management
- Commercial Mindset
- Communication
- Financial Markets Impact
- Inspires Others
- Negotiation
- Problem Solving
- Relationship Management
- Retailing
- Retirement Planning
- Selling
Benefits
Benefits:
- Competitive Compensation Package
- Annual Discretionary Incentive Programs
- Non-Annual Sales Incentive Plans
- Other Non-Annual Incentive Plans
Pay
Base Pay Range: $62,900/yr - $91,700/yr 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.
Schedule
Hourly during initial period, salaried after training period.