Individual Financial Consultant

Nuveen, a TIAA company

Base salary varies by experience + location; incen...
Not specified (assumed to be in-office based on company culture)
Series 7 and series 63 finra registrations
Inbound call center experience
Retirement planning and ira knowledge
The Individual Financial Consultant position at Nuveen, a TIAA company, focuses on providing retirement education and advice to clients, requiring strong communication and sales skills. Candidates must obtain relevant licenses within 120 days and demonstrate a commitment to client satisfaction and asset growth

Job Summary

  • The role focuses on providing retirement education and investment advice to clients primarily through inbound telephone interactions.
  • Consultants are responsible for meeting specific goals related to asset growth, referral generation, and maintaining high client satisfaction scores.
  • TIAA offers a comprehensive Total Rewards package including superior retirement programs and competitive health and wellness benefits.

Matching Summary

Match Score: 85

The Individual Financial Consultant position at Nuveen, a TIAA company, focuses on providing retirement education and advice to clients, requiring strong communication and sales skills. Candidates must obtain relevant licenses within 120 days and demonstrate a commitment to client satisfaction and asset growth.

Salary

Base salary varies by experience and location; Incentive program participation possible; Comprehensive benefits package included

Skills & Requirements

Must-have

  • Series 7 and Series 63 FINRA registrations
  • Inbound call center experience
  • Retirement planning and IRA knowledge
  • Asset growth and sales goal achievement
  • Client relationship management skills

Nice-to-have

  • Strong communication and negotiation abilities
  • Digital new account opening proficiency
  • Collaborative team environment mindset
  • Problem-solving for account barriers
  • Commitment to client-centric culture

Key Requirements

  • University degree preferred
  • No prior work experience required
  • Obtain Series 7, 63, and Life/Health licenses within 120 days
  • Resident state license for multiple issuers required

Work Rights

Not specified

Tailored Resume

Cover Letter