Strategic Retirement Plan Consultant

TIAA; Frisco (TX); On-site; USD 64,000 - 79,000; Full time

Job summary

TIAA in Frisco, Texas is seeking an Institutional Consultant to provide inbound/outbound call center support for plan sponsors, advising on retirement plan design and education. You will consult with third-party advisors on lifetime income solutions and help navigate regulatory matters including Form 5500 filings.

The ideal candidate has strong client relationship skills, 2+ years in financial services, FINRA licenses (6/63) and an active Life/Health license.

Qualifications

• 2+ years of experience in financial services.
• FINRA Series 6 and 63 registrations.
• Life and Health Insurance License (Resident State) - Multiple Issuers required

Responsibilities

• Participates in training programs as a contributor or presenter on Planfocus topics and institutional tools.
• Builds and maintains plan sponsor relationships advising on retirement plan design and participation.
• Provides consultative guidance for plan sponsors, consultants, payroll vendors, auditors and legal counsel.
• Interfaces with key influencers to discuss fiduciary responsibilities and regulations.
• Educates plan sponsors about plan design, governance, compliance, audits, nondiscrimination testing, reporting and amendments.
• Consults on Form 5500 filings, compliance issues, fiduciary and audit guidelines, plan reporting and testing.
• Provides audit support and assists with retirement plan tax inquiries.
• Proactively engages top tier Primary Market clients to build relationships and promote products.
• Troubleshoots online services administrator access and resolves plan issues.

Skills

Accountability

Business Acumen

Business Development

Client Relationship Management

Commercial Mindset

Communication

Financial Markets Impact

Inspires Others

Negotiation

Problem Solving

Relationship Management

Retirement Planning Selling

Education

University (Degree) Preferred

Job description

TIAA in Frisco, Texas is seeking an Institutional Consultant to provide inbound/outbound call center support for plan sponsors, advising on retirement plan design and education. You will consult with third-party advisors on lifetime income solutions and help navigate regulatory matters including Form 5500 filings.

The ideal candidate has strong client relationship skills, 2+ years in financial services, FINRA licenses (6/63) and an active Life/Health license.