Teachers Insurance and Annuity Association of America
Individual Financial Consultant Multi-lingual (Spanish)
Teachers Insurance and Annuity Association of America, Dallas, Texas, United States, 75215
Individual Financial Consultant Multi-lingual
The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. This job helps individuals navigate and, where appropriate, provides advice related to qualified and non-qualified product and investment needs. Working under general supervision, this job is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience. All licenses must be obtained within 120 days from start date.
Key Responsibilities and Duties
Takes inbound calls from both internal partners and clients to help identify product and investment needs.
Determines where client has a need and create or manage associated opportunity to a won or lost sale.
Provides advice or educates clients related to investment, advice, product concerns related to individual retirement accounts (IRAs), retirement (pension enrollments), after tax annuities (ATA), retirement planning, and retirement income.
Possesses solid understanding of the organization’s digital new account opening requirements and processes to assist clients through this process.
Develops and maintains a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account, including helping clients with funding, rollovers, not in good orders (NIGOs) or any other barriers to establishing an account.
Meets or exceeds several goals that have a direct impact on client acquisition and retention including but not limited to: referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity.
Educational Requirements
University (Degree) Preferred
Work Experience
No Experience Required
FINRA Registrations
SRC Indicator: Series 7; Series 63
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 5IC
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Anticipated Posting End Date: 2026-01-02
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 competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
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Key Responsibilities and Duties
Takes inbound calls from both internal partners and clients to help identify product and investment needs.
Determines where client has a need and create or manage associated opportunity to a won or lost sale.
Provides advice or educates clients related to investment, advice, product concerns related to individual retirement accounts (IRAs), retirement (pension enrollments), after tax annuities (ATA), retirement planning, and retirement income.
Possesses solid understanding of the organization’s digital new account opening requirements and processes to assist clients through this process.
Develops and maintains a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account, including helping clients with funding, rollovers, not in good orders (NIGOs) or any other barriers to establishing an account.
Meets or exceeds several goals that have a direct impact on client acquisition and retention including but not limited to: referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity.
Educational Requirements
University (Degree) Preferred
Work Experience
No Experience Required
FINRA Registrations
SRC Indicator: Series 7; Series 63
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 5IC
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Anticipated Posting End Date: 2026-01-02
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 competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
#J-18808-Ljbffr