TIAA
TIAA
TIAA एक वित्तीय सेवाओं और बीमा कंपनी है, जो सेवानिवृत्ति योजना, संपत्ति प्रबंधन और दीर्घकालिक वित्तीय सुरक्षा पर केंद्रित है। इसकी सेवाओं में वार्षिकी, व्यक्तिगत सेवानिवृत्ति खाते, निवेश प्रबंधन और व्यक्तिगत ग्राहकों तथा संस्थागत ग्राहकों के लिए अनुकूलित वित्तीय मार्गदर्शन शामिल हैं। 1918 में स्थापित TIAA सेवानिवृत्ति विशेषज्ञता को जिम्मेदार निवेश के साथ जोड़ती है और 1.2 ट्रिलियन डॉलर की परिसंपत्तियों का प्रबंधन करती है। यह ग्राहकों को भरोसेमंद आजीवन आय की योजना बनाने और अधिक आत्मविश्वासपूर्ण वित्तीय भविष्य तैयार करने में सहायता करती है।

Director of Wealth Management Coaching

Lead coaching for TIAA wealth management advisors, helping them deliver comprehensive retirement and financial planning. Develop sales practices, coach associates, and support client meetings across San Diego and Palo Alto.

विवरण

  • Build trusted relationships with client-facing Wealth Management associates.
  • Coach and motivate associates to help clients achieve comprehensive goals by identifying ways to improve productivity and apply effective practices.
  • Work with client-facing leaders to create coaching plans that promote client-focused, comprehensive sales practices.
  • Teach associates to use TIAA solutions and tools within the Client Engagement Model.
  • Speak as a keynote presenter at client seminars when needed.
  • Join client meetings to coach associates or demonstrate coaching techniques.
  • Serve as a subject matter expert in financial planning.
  • Help wealth market leaders deliver comprehensive planning and financial solutions through coaching, skills development, and practice management.

आवश्यकताएँ

  • At least 5 years of work experience required.
  • At least 7 years of work experience preferred.
  • FINRA Series 7 registration.
  • FINRA Series 63 registration.
  • FINRA Series 65 registration.
  • FINRA Series 66 registration.
  • Resident-state Life and Health Insurance License; multiple issuers required.
  • Understanding of clients’ individual financial objectives.
  • Advanced proficiency in client lifecycle management.
  • Subject matter expertise in financial planning concepts.
  • Knowledge of wealth management, retirement planning, sales, and TIAA products and services.
  • Ability to perform sedentary work.

लाभ

  • Superior retirement program.
  • Competitive health, wellness, and work-life offerings.
  • Support for financial well-being.
  • Meaningful learning opportunities and development pathways.
  • A performance-linked incentive program may be included, such as annual discretionary incentives, nonannual sales incentives, or other nonannual incentive plans.

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