Institutional Retirement - Associate Financial Consultant (Core Market); Morgantown
Location:
Morgantown , West Virginia
Posted:
October 22, 2017
Reference:
1710471
Job Description
COMPANY OVERVIEW:
 
Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.  By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals. 
 
We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*. For more information about TIAA, visit our website.
 
POSITION OVERVIEW:
 
The Institutional Retirement - Associate Financial Consultant (AFC) will interact with participants, prospects, new entrants and their beneficiaries and representatives concerning pre-tax and after-tax products and services.  They will assist the Institutional Retirement - Financial Consultant in attaining asset growth and asset retention goals as well providing a distinctive customer experience that is executed accurately.  The AFC may work with a variety of schedules including evenings, early mornings and occasional weekends.  They will work additional hours during peak periods and may travel regularly, including overnight travel.
 
KEY RESPONSIBILITIES AND DUTIES:

 
  • Provides Education and/or Advice on Employer Sponsored Plans, as well as other financial solutions available at TIAA
  • Supports the Financial Consultant in meeting asset growth and customer experience expectations
  • Once licensed, 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
  • Supports relationships with key institutional representatives
  • Must comply with all regulatory requirements and remain in good standing with regulatory agencies
     


  • Bachelor's degree required
  • 2 to 3 years of  experience of client service or financial services sales required
  • Travel required.  Valid U.S. Driver's License required
  • FINRA Series 7 and 63 Registered Representative within 120 days.  Candidates with Series 7 and 63 strongly preferred at time of application
  • State insurance licensing required
  • 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
 
Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.  If you need assistance applying due to being visually or hearing impaired, please email Careers Help.  We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.*  ©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921
 

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