Virtual Financial Consulting Director

TIAA•Frisco, TX

About The Position

Virtual Financial Consulting The Virtual Financial Consulting role supervises professional level Financial Consultants who are responsible for answering questions for all in-plan participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. This role supports institutions aligned to regional structures and develops strategies and services for offering financial planning advice via in person, phone and video chats to help clients accomplish their immediate and long-term financial goals. Key Responsibilities and Duties Monitors Virtual Financial Consultants’ responses to participant's virtual questions on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and grow assets. Educates 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. Provides employees with guidance in handling difficult or complex retirement plan participant virtual interactions or in resolving escalated complaints or disputes. Ensures team members are equipped with thorough 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 the organization's products and services to support clients and company initiatives. Maintains and grows strong relationship with Institutional Plan Sponsors.

Requirements

5+ Years Required; 7+ Years Preferred
SRC Indicator: Series 7; Series 63; Series 24
Physical Requirements: Sedentary Work
Required: 5+ years of financial services experience
Series 7, 63, and 24 completed within 120 days of start date
Accountability
Business Acumen
Business Development
Client Relationship Management
Commercial Mindset
Communication
Financial Markets Impact
Inspires Others
Negotiation
Problem Solving
Relationship Management
Retirement Planning Selling

Nice To Haves

Preferred: 7+ years of financial services experience
Series 7, 63, and 24 completed

Responsibilities

Monitors Virtual Financial Consultants’ responses to participant's virtual questions on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and grow assets.
Educates 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.
Provides employees with guidance in handling difficult or complex retirement plan participant virtual interactions or in resolving escalated complaints or disputes.
Ensures team members are equipped with thorough 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 the organization's products and services to support clients and company initiatives.
Maintains and grows strong relationship with Institutional Plan Sponsors.

Benefits

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.

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