Virtual Financial Consultant Multi-Lingual
TIAA(1 month ago)
About this role
A Virtual Financial Consultant Multi-lingual delivers virtual, multi-language financial counseling for participants, prospects, beneficiaries and their representatives across TIAA’s retirement and investment products. The role supports institution-aligned regional clients via phone, video and occasional in-person interactions to help clients meet short- and long-term financial goals. The position begins as hourly (non-exempt) during training and transitions to a salaried (exempt) role, with required licenses to be obtained within 120 days.
Required Skills
- Multilingual
- Financial Planning
- Retirement Planning
- Client Service
- Relationship Management
- Sales
- Investment Advice
- Product Knowledge
- Communication
- Compliance
Qualifications
- University Degree (Preferred)
- Series 7
- Series 63
- Life and Health Insurance License
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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