Individual Financial Consultant Multi-lingual (Spanish)

TIAA•Frisco, TX

9d•Onsite

About The Position

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.

Requirements

University (Degree) Preferred
No Experience Required
FINRA Registrations SRC Indicator: Series 7; Series 63
Physical Requirements: Sedentary Work
Career Level 5IC
Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Responsibilities

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.