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TIAA · 1 day ago

Virtual Financial Consultant

United States

Full-time

Remote

Mid, Senior Level

$75K/yr - $92K/yr

3+ years exp

TIAA is a market-leading retirement company that has been delivering secure retirement solutions for over 100 years. The Virtual Financial Consultant role involves providing virtual counseling on TIAA products and services, helping clients achieve their financial goals through personalized advice and exceptional customer service.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets

Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based

Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests

Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives

Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives

Develops and maintains strong relationship with Institutional Plan Sponsors

Qualification

Series 7Series 63LifeHealth Insurance LicenseFinancial PlanningClient Relationship ManagementAccountabilityBusiness AcumenCommunicationProblem SolvingNegotiation

Required

3+ Years Required

Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

SRC Indicator: Series 7; Series 63

Preferred

University (Degree) Preferred

5+ Years Preferred

Benefits

Superior retirement program

Highly competitive health, wellness and work life offerings

Company

TIAA

Glassdoor3.9

TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.

Founded in 1918

New York, New York, USA

10001+ employees

https://www.tiaa.org

H1B Sponsorship

TIAA has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (1)

2020 (10)