FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement planning strategies, asset retention, and client counseling, with a strong focus on developing tailored financial recommendations. Holds necessary financial licenses and possesses a deep understanding of various financial products and services.
Highest-signal resume keywords
Retirement PlanningSeries 6 RegistrationSeries 7 RegistrationLife and Health Insurance LicenseFinancial Needs Assessment
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement PlanningTax-Deferred AnnuitiesPension PlansIRAsMutual FundsAnnuities403(b) Plans529 PlansBank ProductsClient Counseling
Soft Skills
Client EngagementProactive OutreachTailored RecommendationsGoal OrientationCommunication
Certifications & Qualifications
Series 63 RegistrationLife and Health Insurance License
Industry Keywords
Asset RetentionSales Pipeline ManagementLead ConversionFinancial Needs IdentificationClient Surveys
About the role
Key responsibilities & impact- Engage clients primarily through assigned internal leads and proactive outreach to clients at risk of moving assets
- Deliver approximately 65% retirement education and 35% on-demand advice and product recommendations
- Counsel clients on retirement planning strategies and a broad range of TIAA products and services
- Field inbound calls and assigned lead follow-ups
- Identify financial needs and retention risk and develop tailored recommendations
- Develop and manage a sales and retention pipeline through close
- Assist clients with funding, rollovers and account establishment
- Meet or exceed goals for asset retention, asset growth, lead conversion, advice sessions, client surveys and productivity
- Identify clients with complex needs and refer them to Wealth Advisors and internal partners
Requirements
What you’ll need- 3+ years of work experience required; 5+ years preferred
- Series 6 or 7 registration
- Series 63 registration
- Life and Health Insurance License (National) required within 120 days
- All licenses must be obtained within 120 days from start date
- Knowledge of retirement planning, tax-deferred annuities, pension plans, IRAs, mutual funds, annuities, 403(b) plans, 529 plans, bank products and life insurance
- Ability to identify financial needs and retention risk
- Ability to develop tailored recommendations based on goals, risk profile, liquidity needs and tax considerations
- Sedentary work capability
- University degree preferred
Benefits
Comp & perks- Competitive compensation package may include participation in an incentive program linked to performance
- Superior retirement program
- Competitive health, wellness and work life offerings
- Training on TIAA's products and the role
- Meaningful learning experiences and development pathways
- Overtime eligibility during the initial non-exempt training period