Virtual Financial Consultant
TIAA(1 month ago)
About this role
A Virtual Financial Consultant at TIAA provides virtual counseling to participants, prospects, beneficiaries, and their legal and financial representatives on the full range of TIAA products and services. The role supports institution-aligned regions and delivers financial planning advice via phone, video, and occasional in-person meetings to help clients meet immediate and long-term goals. The position includes an initial paid training period (hourly) that transitions to salaried compensation, and required licenses must be obtained within 120 days.
Required Skills
- Financial Planning
- Retirement Planning
- Client Counseling
- Relationship Management
- Investment Advice
- Tax Strategies
- Sales
- Communication
- Customer Service
- Transaction Processing
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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