TIAA
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, the role 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 a client has a need and creates or manages the 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
Licenses and Certifications
Life and Health Insurance License (Resident State) – Multiple issuers required within 120 days
Physical Requirements
Physical requirements: Sedentary work
Career Level 5IC
- Candidate will be required to pass Spanish speaking assessment
Related Skills Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
Benefits and Total Rewards The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work‑life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being. To learn more about your benefits, please review our Benefits Summary.
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.
Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842‑2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace.
Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
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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 a client has a need and creates or manages the 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
Licenses and Certifications
Life and Health Insurance License (Resident State) – Multiple issuers required within 120 days
Physical Requirements
Physical requirements: Sedentary work
Career Level 5IC
- Candidate will be required to pass Spanish speaking assessment
Related Skills Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
Benefits and Total Rewards The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work‑life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being. To learn more about your benefits, please review our Benefits Summary.
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.
Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842‑2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace.
Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
#J-18808-Ljbffr