Advisor Services Consultant

Advisor Service is responsible for servicing Third Party Advisors who work with TIAA institutional and individual clients in support of the distribution of TIAA products and services. The Advisor Consultant role is primarily responsible for providing day-to-day servicing of Third Party Advisors through our inbound call center. There may be some outbound activity as well. In addition, Advisor Consultants will support the processing of advisor agreements, transactions, and potentially participate in special projects or initiatives.

Key Responsibilities and Duties

• Work with the team and individually to meet inbound call activity responsibilities to help achieve service level objectives while providing end-to-end servicing to our Third Party Advisor clients
• Work closely with Advisor Services Operations team to support operational activities such as on boarding advisors, bulk trading, plan level activity, and other special projects or initiatives.
• Partner with Advisor Services Relationship Management team to provide dedicated support to key relationships and identify referral and sales leads to broaden the distribution of TIAA products and services.
• Work with the team and individually to meet workflow service level objectives by processing advisor related forms and agreements.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 6 or 7; Series 63

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC