Financial Consultant

Counsel clients on pension plans, tax-deferred annuities, and investment options to help them retain and increase assets. Educate prospects, new entrants, and beneficiaries on the complete spectrum of TIAA products, including mutual funds, annuities, IRAs, and life insurance, to facilitate new product purchases and support personal financial planning decisions. Execute transaction and service requests while communicating with cross-business partnerships to develop and implement products that support client initiatives and company goals. Develop and maintain strong relationships with Institutional Plan Sponsors. Obtain required licenses within 120 days of start date. This hybrid flex position involves regional travel to client institutions at least 3 days/week with the ability to work remotely the rest of the week.