Financial Consultant

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services.

Requirements

• Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
• Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
• Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
• Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
• Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
• Develops and maintains strong relationship with Institutional Plan Sponsors.
• This position requires a Life and Health Insurance License (Resident State) - Multiple Issuers within 120 Days

Benefits

• Superior retirement program
• Comprehensive health, wellness and work life offerings