Individual Financial Consultant

TIAA

United States
Base salary varies by experience + location; incen...
Not specified (assumed in-office based on company culture)
Series 7 and series 63 licensing
Health and life insurance license
Inbound call handling for clients
TIAA is seeking an Individual Financial Consultant to provide retirement education and advice to clients, primarily through inbound calls. The role requires strong communication skills and a background in financial planning, with the expectation that the consultant will achieve specific client acquisition and retention goals

Job Summary

  • The Individual Financial Consultant provides retirement education and advice to clients while navigating qualified and non-qualified product needs.
  • This role is responsible for asset growth, generating referrals, and ensuring a positive client experience through voice of the client surveys.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 85

TIAA is seeking an Individual Financial Consultant to provide retirement education and advice to clients, primarily through inbound calls. The role requires strong communication skills and a background in financial planning, with the expectation that the consultant will achieve specific client acquisition and retention goals.

Salary

Base salary varies by experience and location; Incentive programs linked to performance available; Comprehensive benefits package included

Skills & Requirements

Must-have

  • Series 7 and Series 63 licensing
  • Health and Life Insurance license
  • Inbound call handling for clients
  • Retirement planning and IRA advice
  • Asset growth and referral generation

Nice-to-have

  • Consultative communication skills
  • Client relationship management
  • Digital new account opening proficiency
  • Pipeline development experience
  • Collaborative team environment

Key Requirements

  • University degree preferred
  • Obtain Series 7, 63, and Health/Life licenses within 120 days
  • No prior work experience required
  • Must be eligible for Broker-Dealer scope

Work Rights

Not specified

Tailored Resume

Cover Letter