TIAA
TIAA
TIAA — зейнетке жоспарлауға, байлықты басқаруға және ұзақ мерзімді қаржылық қауіпсіздікке бағытталған қаржылық қызметтер мен сақтандыру компаниясы. Оның қызметтеріне аннуитеттер, жеке зейнетақы шоттары, инвестицияларды басқару, сондай-ақ жеке тұлғалар мен институционалдық клиенттерге арналған жекелендірілген қаржылық кеңес беру кіреді. 1918 жылы құрылған TIAA зейнетақы саласындағы тәжірибесін жауапты инвестициялау қағидаттарымен ұштастырып, 1,2 триллион доллар көлеміндегі активтерді басқарады. Компания клиенттеріне сенімді өмір бойғы табысты жоспарлауға және қаржылық болашағына нық сеніммен қарауға көмектеседі.

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.

Сипаттама

  • 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.

Талаптар

  • 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.

Артықшылықтар

  • 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.

Ұқсас жұмыс орындары

ShyftLabs

Manhattan WMOS Engineer

ShyftLabs

Support Manhattan WMOS implementations and operations as a WMS Engineer at ShyftLabs. ShyftLabs builds data products and digital solutions for Fortune 500 companies.

Ашу
NVIDIA

Senior Circuit Timing Engineer, NVIDIA (Remote, California)

NVIDIA

Design NVIDIA processor circuits for hardware security, adaptive clocking, and power management. Lead timing signoff and transistor-level analysis, and apply AI/ML methods to silicon design.

Ашу
DEME Group

Project Engineer Intern

DEME Group
5 001 – 10 000 Қызметкерлер
КонсалтингЛогистикаӨндіріс

Support DEME’s marine, civil, environmental, and infrastructure projects by helping coordinate field operations, planning, calculations, reporting, and technical assessments.

Ашу
DXC Technology

Senior Azure Container Engineer

DXC Technology

Build secure AKS platforms for a major Australian government agency, managing Kubernetes, infrastructure as code, CI/CD, security and observability at DXC Technology.

Ашу
Emerson

Engineer II, Quality Claims — Emerson, Mandaluyong Hybrid

Emerson

Manage global quality claims and support Quality and Perfect Execution initiatives at Emerson. This hybrid role is based in Mandaluyong, Philippines.

Ашу
Delegate CX

Accounting Executive Assistant (Remote, Philippines)

Delegate CX

Provide home-based executive and accounting administration for U.S. small businesses through DCX’s BPO services. Coordinate schedules, communications, expenses, records, and reports.

Ашу
Emerson

Territory Sales Representative, Townsville

Emerson

Grow sales of Emerson isolation valve solutions across mining, water, power, and process industries. Build customer partnerships and deliver technical and commercial support throughout the region.

Ашу
AT&T

AT&T Business Sales Representative, Territory Accounts — Memphis

AT&T

Build AT&T’s Memphis small-business and mid-market customer base by selling fiber broadband and other communications solutions. The role combines prospecting, account development, and consultative selling to grow territory revenue.

Ашу
TDCX

Onsite Customer Service Specialist in the Philippines at TDCX

TDCX

Support TDCX customers across communication channels by researching issues, resolving cases, and improving customer satisfaction. This full-time, onsite role is based in the Philippines.

Ашу