TIAA Financial Consultant, Institutional Relationships in PALO ALTO, California
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
The Institutional Retirement - Financial Consultant is accountable for asset growth, asset retention, and provides counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This position is a professional level position with multi-pronged career path options after at least 18 months in role. The Financial Consultant will work a variety of schedules including evenings, early mornings and weekends. They will work additional hours during peak periods and may travel regularly, including overnight travel.
Provide a broad range of financial consulting/planning services to our individual customers/participants at existing mega and large institutions and/or our k-12 new markets, 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, 403b bank products, life insurance and others.
Counsel participants on their pension plans, tax deferred annuities and available investment options, educate, recommend and facilitate new purchases and provide authoritative information upon which important personal financial planning decisions are based.
Develop and maintain strong relationship with Institutional Plan Sponsors.
Conducts Financial Education Seminars to include participates in benefits fairs and leads plan enrollment seminars in order to increase participation in TIAA products and services.
Interacts with participants and their representatives in-person (in the office and at the institution), by telephone and by e-mail/written correspondence.
Must comply with all regulatory requirements and remain in good standing with regulatory agencies.
Strong emphasis on services, sales, customer satisfaction and retention objectives.
3-6 years of client service or financial sales experience required
Travel required. Valid U.S. Driver's License required
FINRA Series 7 and 63 required at time application
State Insurance Licensing
Professional designation strongly desired: 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
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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
- Requisition ID: 1722029
Post Date: 3 days ago