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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