Hybrid Virtual Financial Consultant, Multi-Lingual

Posted 3 weeks ago

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About the role

  • Virtual Financial Consultant providing multilingual financial counseling in TIAA products and services. Offers virtual counseling and financial planning advice via various channels to help clients.

Responsibilities

  • Provides virtual counseling in multiple languages on financial products and services
  • Educates, recommends and facilitates new product purchases
  • Interacts with retirement plan participants for customer service

Requirements

  • 3+ Years Required; 5+ Years Preferred Work Experience
  • FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Benefits

  • Health, wellness and work life offerings
  • Comprehensive Total Rewards package

Job title

Virtual Financial Consultant, Multi-Lingual

Job type

Experience level

Mid levelSenior

Salary

$75,400 - $92,300 per year

Degree requirement

Bachelor's Degree

Location requirements

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