Individual Financial Consultant Multi-lingual (Spanish)

Individual Financial Consultant Multi-lingual The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. This job helps individuals navigate and, where appropriate, provides advice related to qualified and non‑qualified product and investment needs. Working under general supervision, this job is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties Takes inbound calls from both internal partners and clients to help identify product and investment needs. Determines where client has a need and creates or manages associated opportunity to a won or lost sale. Provides advice or educates 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. Possesses solid understanding of the organization’s digital new account opening requirements and processes to assist clients through this process. Develops and maintains a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account, including helping clients with funding, rollovers, not in good orders (NIGOs) or any other barriers to establishing an account. Meets or exceeds 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. Educational Requirements University (Degree) Preferred Work Experience No Experience Required FINRA Registrations SRC Indicator: Series 7; Series 63 Physical Requirements Physical Requirements: Sedentary Work Career Level 5IC Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling Anticipated Posting End Date 2026-06-05 Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page ( and you can read more about your rights and view government notices here ( . Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: View phone number on click.appcast.io Email: View email address on click.appcast.io Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. #J-18808-Ljbffr Teachers Insurance and Annuity Association of America