About this role
Role Overview
- Provides in person and virtual counseling for participants
- Counsels participants on their pension plans and investment options
- Educates and facilitates new product purchases
- Communicates internally to develop and implement TIAA products and services
- Develops and maintains strong relationship with Institutional Plan Sponsors
Requirements
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State)
- Multiple Issuers required within 120 Days
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings