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TIAA-CREF Individual Consultant (Inbound ) Interview Questions & Reviews

All Interviews Received Offers

Getting an Interview  

78%
21%

Interview Experience  

60%
30%
10%

Interview Difficulty  

Average Difficulty
11 candidate interviews Back to all interview questions
Relevance Date Difficulty

Accepted Offer

Positive Experience

Average Interview

Individual Consultant (Inbound ) Interview

Individual Consultant (Inbound )
Denver, CO

I applied online and the process took 1+ week - interviewed at TIAA-CREF in December 2012.

Interview Details – One interview with recruiter, one with local team manager

Interview Question – Behavioral questions: tell me about a time when....   Answer Question

Negotiation Details – No negotiation


Accepted Offer

Positive Experience

Average Interview

Individual Consultant (Inbound ) Interview

Individual Consultant (Inbound )
Denver, CO

I applied through an employee referral and the process took 4+ weeks - interviewed at TIAA-CREF.

Interview Details – Common questions based on past work experience.

Interview Question – Did you ever disagree with your immediate Supervisor and how did you resolve the issue.   Answer Question


Accepted Offer

Neutral Experience

Average Interview

Individual Consultant (Inbound ) Interview

Individual Consultant (Inbound )
Denver, CO

I applied online and the process took 2+ weeks - interviewed at TIAA-CREF in October 2012.

Interview Details – Two mangers interview, standard questions were asked, had to simulate answering a customer call

Interview Question – Call simulation   Answer Question

Negotiation Details – There is a HR rep who makes the initial contact, I made the mistake of saying the salary mentioned was ok, after that there wasn't any negotiation. I assumed that would come after the interview. Don't make the same mistake.


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Accepted Offer

Neutral Experience

Individual Consultant (Inbound ) Interview

Individual Consultant (Inbound )

Interviewed at TIAA-CREF

Interview Details – The interview process was ok

Interview Question – No questions were difficult   Answer Question


1 person found this helpful

Accepted Offer

Negative Experience

Average Interview

Individual Consultant (Inbound ) Interview

Individual Consultant (Inbound )
Charlotte, NC

I applied online and the process took 2 months - interviewed at TIAA-CREF in September 2012.

Interview Details – Worst experience ever. They took 2 months to do simple background check, then they made me an offer on Friday to start on the following Mon, when I lived 600 miles away.

Interview Question – None   Answer Question

Negotiation Details – N/A


3 people found this helpful

Accepted Offer

Positive Experience

Average Interview

Individual Consultant (Inbound ) Interview

Individual Consultant (Inbound )
Lewisville, TX

I applied through an employee referral and the process took 3 months - interviewed at TIAA-CREF in June 2012.

Interview Details – The interview process was started with a brief phone interview from an HR recruiter. Just went over the job description and requirements and asked a little bit about my background. I actually knew the HR recruiter that called me so they did not pry to deep. Once that was done I was scheduled for an interview with two managers at the actual location. The interview lasted about an hour and 20 minutes. The managers had questions from a packet that they normally ask, but because I had a lot of experience in this field, they asked about 3 questions from the packet.

They asked the difference between a Roth IRA and Traditional IRA
How to turn a service call into a sales call
Describe how you multi-task

I was told by the interviewer that the interview normally includes a role playing scenario but I was not required to do it.

After the interview, there was a lenghty period to do background check and references .

Interview Question – Pretty straight forward questions if you have ever worked in a call center financial services environment.   Answer Question


1 person found this helpful

Accepted Offer

Positive Experience

Easy Interview

Individual Consultant (Inbound ) Interview

Individual Consultant (Inbound )
Lewisville, TX

The process took 2 days - interviewed at TIAA-CREF in March 2011.

Interview Details – Pretty timely. Had a phone interview than a face to face with two managers. Asked basic question a few product specific questions regarding IRAs.

Interview Question – Tell me what you know about IRAs?   Answer Question


Accepted Offer

Neutral Experience

Average Interview

Individual Consultant (Inbound ) Interview

Individual Consultant (Inbound )
Denver, CO

I applied online and the process took 4+ weeks - interviewed at TIAA-CREF in March 2010.

Interview Details – I got a phone screaning first, then set up a face to face interview with a manager and a director. There were a questionnair and a role play on the phones, at the end there was a personality computarized test.

Interview Question – How do you deal with difficult customers?   Answer Question


Accepted Offer

Positive Experience

Average Interview

Individual Consultant (Inbound ) Interview

Individual Consultant (Inbound )
Lewisville, TX

The process took 4+ weeks - interviewed at TIAA-CREF in January 2011.

Interview Details – - Applied for the position online
- Phone interview with recruiter about a week later, just detailing the position and comp structure
- Personality/IQ/skills test online. Skills test was specifically aimed at working in a call center.
- Panel interview with two managers together, wanted to make sure I could work in a financial environment, a call center environment, a service environment, and a sales environment. We did a mock call with them calling me from another room.
- Got a call a few days later saying they wanted to offer me the position, and to go forward with a drug test and background check. Also did a background check on my FINRA licensing since I was already a licensed broker.
- Got a call about a week and a half later saying I passed the background tests.
- Filled out paperwork to move my investment licenses from my previous employer to TIAA.
- Started training a few months later.

Interview Question – The mock call. The interviewing managers called me from another room and pretended to be a client calling in asking about investments. They gave me a sheet with the client and company info on it to use during the call.   View Answer

Negotiation Details – I didn't try to negotiate since I was really wanting the job. I've heard of them allowing a little wiggle room, maybe a couple thousand.


Accepted Offer

Neutral Experience

Average Interview

Individual Consultant (Inbound ) Interview

Individual Consultant (Inbound )
Denver, CO

I applied through an employee referral and the process took 2 weeks - interviewed at TIAA-CREF in November 2010.

Interview Details – HR recruiter called me and we had a brief interview by phone. Mostly job descriptions, skills needed, a bit about my background. Recruiter said I would be contact for in-person interview, and I was a few days later.

Face-to-face interview consisted of 2 managers asking about my background, skills, how these fit in with the job. Heavy emphasis on sales aspect of the job, generating opportunities, uncovering assets. The fact that I would probably end up working the 11-8 shift also stressed several times.

Mock call is placed toward the end of the interview, prompting you to demonstrate your customer service and sales skills.

At the end, you take a brief personality test via computer.

Interview Question – "How do you turn service into sales?"   Answer Question

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