Job description
**Job Title: Consultant**
In this role, the consultant is responsible for enhancing client retention through effective inquiry resolution, evaluating financial requirements, and informing clients about various investment alternatives. The position involves proactive engagement with clients and managing transfer processes, all while working closely with internal business partners to deliver tailor-made solutions. Applicants should possess a minimum of 2 years of relevant experience and must be registered with FINRA (Series 6 or 7 and 63). Additionally, a Life and Health Insurance license must be obtained within the first 120 days of employment.
TIAA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
