TIAA-CREF - Boston, MA (Greater Boston Area)
Job Description
Job DescriptionTHE COMPANY
For more information about TIAA-CREF, visit our website.
The Consultant, Field Consulting Group position is a professional level position with multi-pronged career path options after at least 18 months in role.
- Provide a broad range of financial consulting/planning services
to our individual customers/participants at institutional clients
ensuring retirement plan participation and readiness.
- Accountable for making TIAA-CREF the primary relationship
(first call) for customers in need of distinctive advice, products and
services related to achieving their long-term financial goals.
- Advise clients on financial solutions and services options
including retail mutual funds, annuities, IRAs, 529 and 403b plans, life
insurance and others.
- Counsel participants on their pension plans, tax deferred annuities and available investment options, recommend and facilitate new purchases and provide authoritative information upon which important personal financial planning decisions are based. Qualifications
- Bachelor's degree required.
- NASD Series 7 and 63 Registered Representative with all applicable state insurance licensing (life, health and accident) required.
- Minimum of 7 - 10 years industry experience.
- Professional designations a plus: CFP, CLU, ChFC, etc.
- Expert knowledge of financial planning concepts; including a broad knowledge of TIAA-CREF products.
- Proven written, verbal and presentation skills to large audiences.
- Demonstrated success in a client facing service and business partner support role.
- Excellent communication and sales skills.
- 75% to 80% Travel required. Valid U.S. Driver's License.
REQUIREMENTS:
TIAA is an Equal Employment and Affirmative Action Employer, committed to diversity and inclusion in its workforce. Visit our Careers site to learn more about how we are making a difference.
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