Key Responsibilities and Duties

• Take inbound calls from both internal partners and clients to help identify product and investment needs.
• Determine where client has a need and create or manage associated opportunity to a won or lost sale.
• 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.
• Possess solid understanding of the organization’s digital new account opening requirements and processes to assist clients through this process.
• 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.
• Make referrals to appropriate partners within the organization such as Individual Advisory Center (IAC), TIAA Client Relationships (TCR), and the Bank.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

• Physical Requirements: Sedentary Work