National Associate Financial Consultant (NAFC) – Plan Event Team-1

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From TIAA’s original posting

The Associate Financial Consultant assists and answers questions through virtual interactions for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. As a part of TIAA's Individual Advisory Center, this job covers institutions aligned to regional structures and offers financial planning advice via phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties • Answers participant questions on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and…