Internal Advisor Consultant

TIAA Jobs

San Francisco, CA, US
Base: $52,000pyr - $78,000pyr; bonus/equity: perfo...
Outbound calling and email correspondence
Prospect conversion to client acquisition
Pipeline management and territory growth
The role involves proactively building business partnerships with financial advisors to drive sales and cross-sell products within a defined geographic territory

Job Summary

  • The role involves proactively building business partnerships with financial advisors to drive sales and cross-sell products within a defined geographic territory.
  • Candidates are responsible for meeting daily outbound call goals, managing the sales pipeline, and educating clients on the company's suite of investment solutions.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

The role involves proactively building business partnerships with financial advisors to drive sales and cross-sell products within a defined geographic territory.

Salary

Base: $52,000/yr - $78,000/yr; Bonus/Equity: Performance-linked incentive programs available; Benefits: Comprehensive retirement, health, and wellness offerings

Skills & Requirements

Must-have

  • Outbound calling and email correspondence
  • Prospect conversion to client acquisition
  • Pipeline management and territory growth
  • Product knowledge of mutual funds and ETFs

Nice-to-have

  • Consultative relationship building
  • Collaboration across internal teams
  • Digital savviness with CRM tools
  • Strategic market share development

Key Requirements

  • University degree required
  • 2+ years of relevant work experience
  • Series 7, Series 63, Series 65, or Series 66 FINRA registrations

Work Rights

Not specified

Tailored Resume

Cover Letter