Institutional Retirement, Financial Consultant (Co job in San Francisco, CA| Recruit Arrow
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Institutional Retirement, Financial Consultant (Co
Location : California, San Francisco
Refer job # UPNA339748
 
Job Responsibilities and Requirements: 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. RESPONSIBILITIES: 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 "Phone/Fax is available to only Premium Users." alt="Phone/Fax is available to only Premium Users. 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, b 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. QUALIFICATIONS: Required: Bachelor's degree required 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 required Preferred: 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.
 
 
 
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