for resolving client questions, educating clients regarding investment options and requirements, facilitating transfers, and positioning the organization's solutions when appropriate. Key Responsibilities and Duties Addresses client questions, backsses the client's financial needs, educates on relevant product benefits and provides appropriate solutions while advocating for the organization's products and services.
Receives inbound call transfers from the NCC of clients that are at risk of leaving and/or clients interested in learning more about and engaging with the organization's advisory services. Performs outreach calls to identified retention clients while adhering to stated service
level agreements. Refers clients to the most appropriate advised solution based on client complexity and need for engagement, advice and retention. Communicates and educates internal business partners on process updates and cross training.
Participates in proactive outreach campaigns and/or pilot programs, as necessary. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 6 or 7; Series 63Licenses and Certifications Life and Health Insurance License (National) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 6ICRelated
Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: Base Pay Range: $26.69/hr.
- $38.03/hr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________Company Overview TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.
That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity/Affirmative Action Employer.
We consider all qualified applicants for employment regardless of age, race, color, national origin, interaction, religion, veteran status, disability, interactionual orientation, gender identity, or any other protected status. Read more about the Equal Opportunity Law here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U. S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-xyz XEmail: vacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here.
For Applicants of Westchester residing in Brazil (Portuguese), click here.
Earth. Conduct observational data analysis that supports model validation. Incorporate additional physical schemes into numerical models. Develop and grow an independent research program through external program support. Participate in mission and instrument proposals to support the strategic growth of the Department.
Daily and Monthly Responsibilities: Independently develop and implement hypotheses-driven numerical model and data analysis activities; Configure, initialize, run, and analyze atmospheric numerical models of Earth, Mars, Titan, and other terrestrial planetary atmospheres to test hypotheses. Evaluate model results for physical consistency and plausibility; identify interesting,
new, or otherwise noteworthy results; place results in the context of prior investigations. Analyze observational data sets to validate and verify model results, identify model deficiencies, and identify observed phenomena that are appropriate targets for numerical model investigation.
Actively seek and apply for external support of research activities. Lead or participate in mission and spaceflight instrument proposals. Participate and contribute to Planetary Atmosphere group meetings. Present and disseminate research results at professional meetings and conferences. Submit manuscripts to peer-reviewed journals. Requirements: Requires a Ph D in Atmospheric Science, Planetary Science,
Geophysical Science, or directly related field. 2 years: Post Ph D experience with demonstrated knowledge and application of the principles of atmospheric dynamics and thermodynamics to terrestrial planetary (e.
g. Earth, Titan, Mars, Pluto, Venus, Earth-like Exoplanets) atmospheres. Expertise in the FORTRAN programming language in the Linux operating system environment. Proficiency with Python, MATLAB, IDL, or similar applications for analysis of observational data and very large model data sets. Knowledge and experience with one or more planetary atmosphere modeling codes (e. g. Planet WRF, Mars RAMS, Titan RAMS, NASA Ames GCM) or demonstrated experience with similar complex fluid dynamical codes.
Ability to debug code, test code, and implement new physics is helpful. Familiarity or interest in version control tools (e. g. Git) and parallel coding libraries MPI/MPICH. Experience or desire to contribute to space instrumentation and/or planetary mission concept development PDN-9ab994d4-106c-48c3-918f-83d466dbc214
Earth. Conduct observational data analysis that supports model validation. Incorporate additional physical schemes into numerical models. Support new and ongoing planetary modeling projects. Daily and Monthly Responsibilities: Configure, initialize, run, and analyze atmospheric numerical models of Earth, Mars, Titan, and other terrestrial planetary atmospheres.
Evaluate model results for physical consistency and plausibility; identify interesting, new, or otherwise noteworthy results; place results in the context of prior investigations. Analyze observational data sets to validate and verify model results, identify model deficiencies, and identify observed phenomena that are appropriate
targets for numerical model investigation. Present and disseminate research results at professional meetings and conferences. Submit manuscripts to peer-reviewed journals.
Participate and contribute to Planetary Atmosphere group meetings. Requirements: Requires a Ph D in Atmospheric Science, Planetary Science, Geophysical Science, or directly related field. 0 years: Academic research and a Demonstrated knowledge and application of the principles of atmospheric dynamics and thermodynamics to terrestrial planetary (e. g. Earth, Titan, Mars, Pluto, Venus, Earth-like Exoplanets) atmospheres. Expertise in the FORTRAN programming language in the Linux operating system environment. Proficiency
with Python, MATLAB, IDL, or similar applications for analysis of observational data and very large model data sets.
Knowledge and experience with one or more planetary atmosphere modeling codes (e. g. Planet WRF, Mars RAMS, Titan RAMS, NASA Ames GCM) or demonstrated experience with similar complex fluid dynamical codes. Ability and willingness to dive into model code, debug code, test code, and implement new physics is helpful. Familiarity with or willingness to learn version control tools (e. g. Git) and parallel coding libraries MPI/MPICH is helpful. PDN-9ab994dc0b-858d-6c5bd6627def
