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
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