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Job Details

Institutional Retirement

Company name
TIAA-CREF Individual & Institutional Services, LLC

Lawrence, KS

Apply for this job


POSITION SUMMARY: The Institutional Retirement \u2013 Financial Consultant (FC)is accountable for asset growth, asset retention, and provides counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This position is a professional level position with multi-pronged career path options after at least 18 months in role. The FC 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. KEY RESPONSIBILITIES AND DUTIES: 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 call) for customers in need of distinctive advice, products and services related toachieving their long-term financial goals. Sale and delivery of all products and services, potentially including retail mutual funds, annuities, IRAs, 529 and 403b, 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 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. Required: Bachelor\u2019s degree required 3-6 years of client service or financial sales experience required Travel required. Valid U.S. Driver\u2019s 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 Key traits: integrity, understanding, team player, results-driven, personal excellence, embodies an entrepreneurial and innovative spirit Equal Employment Opportunity is not just the law, it\u2019s our commitment. Read more about the Equal Employment Opportunity Law.

Company info

TIAA-CREF Individual & Institutional Services, LLC
Website :

Company Profile
TIAA-CREF is a leading financial services organization with $487 billion in assets under management (as of 3/31/12). The firm is a leader in helping those in the academic, medical, cultural, governmental and research fields plan for retirement, and life’s other goals. Over 3.7 million individuals trust us to help support their financial well-being.

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