TIAA Sr Financial Consultant- Lansing, MI in Lansing, Michigan
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The Sr. Financial Consultant is accountable for asset growth and retention, and provides counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on TIAA products and services. Works collaboratively with business partners to execute on additional opportunities derived from individual communication, group presentations, and direct marketing projects. Consultants also develop, maintain, and support relationships with key institutional representatives while partnering with Relationship Managers to achieve overall company objectives. Interacts with participants and their representatives in-person (office and institution), by telephone, internet/e-mail, written correspondence, via workshops/seminars, and marketing outreaches while strategically countering competitive tactics. The Sr. Financial Consultant will work a variety of schedules: evenings, early mornings, weekends, additional hours during peak periods, will travel regularly and overnight.
KEY RESPONSIBILITIES AND DUTIES:
Provide a broad range of financial consulting/planning services to our individual customers/participants at existing mega, large, and mid-market institutions, ensuring asset retention and growth.
Accountable for making TIAA the primary relationship (first call) for customers in need of distinctive advice, products and services related to achieving their long-term financial goals.
Sale and delivery of all products and services including retail mutual funds, annuities, IRAs, 529 and 403b plans, life insurance and others.
Counsel participants on their pension plans, tax deferred annuities and available investment options, recommend and facilitate new purchases and provide authoritative information upon which important personal financial planning decisions are based.
Coordinate, organize and facilitate workshops/benefit fairs.
Strong emphasis on services, sales, customers, and retention objectives.
Minimum of 6 years industry experience
FINRA Series 7 and 63 Registered Representative
State insurance licensing
Professional designation strongly desired: CFP, CLU, ChFC, etc.
Expert knowledge of financial planning concepts; including a broad knowledge of TIAA products
Must be highly organized and capable of proficiently handling multiple tasks in a fast-paced environment
Excellent communication and sales skills, including experience presenting to large audiences
Agility in determining and managing priorities
Key traits: integrity, understanding, team player, results-driven, personal excellence, embodies an entrepreneurial and innovative spirit
LOCATION: Lansing, MI (in territory/area candidates desired)
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This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).
- ©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017
Job: Client Services
Primary Location: MI-Lansing
Req ID: 1715730