Individual Financial Consultant Jobs

The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. The IFC helps individuals navigate and, where appropriate, provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their time fielding inbound calls and the remainder of their time on follow up to clients and prospects. The role is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience. In addition to their sales responsibilities, the consultant performs many of the administrative functions related to following up and closing both education and growth related opportunities. A consultant has their series 7, 66 and Health/Life licensing in all 50 states. This role falls under the scope of the Broker-Dealer.
Key Responsibilities and Duties

• Provide advice or educate 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.
• Take inbound calls from both internal partners and clients to help identify product and investment needs.
• Possess solid understanding of the organization’s digital new account opening requirements and processes to assist clients through this process.
• Make referrals to appropriate partners within the organization such as Individual Advisory Center (IAC), TIAA Client Relationships (TCR), and the Bank.
• Develop and maintain a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account. This may include helping clients with funding, rollovers, not in good orders (NIGOs) or any other barriers to establishing an account.
• Responsible for meeting or exceeding 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.
• Many of the client interactions will require as much as two hours or more on the phone with a consultant.
• Determine where client has a need and create or manage associated opportunity to a won or lost sale.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
5IC
Base Pay Range: $25.53/hr. - $42.55/hr.