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TIAA · 1 day ago

Retirement Income Consultant - Multi-lingual

Charlotte, NC, USA

Full-time

Hybrid

Entry, Mid Level

2+ years exp

TIAA is a market-leading retirement company that has been helping individuals secure their financial futures for over 100 years. The Retirement Income Consultant Multilingual works directly with clients to recommend and implement retirement income solutions, ensuring a smooth transition into retirement through personalized financial planning and support.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

Delivers virtual financial planning meetings with clients preparing for retirement and seeking assistance on how to take income from their investment portfolio

Takes inbound calls from clients seeking advice and education on the use of TIAA’s investment products for retirement income

Makes outbound calls to clients to follow-up on referrals from the organization's business partners where retirement income education and advice are identified as client needs

Recommends a variety of lifetime income solutions utilizing the organization's suite of income oriented tools

Ensures a smooth client transition into retirement by supporting the client through the lifetime income application process

Assesses the complexities of the client and determines the right tools and solutions that fit their needs

Maintain effective schedule and pipeline management

Qualification

Multilingual CommunicationClient Financial PlanningRetirement PlanningLifeHealth Insurance LicenseFINRA Series 7FINRA Series 63Client Relationship ManagementConsultative CommunicationDue DiligenceFinancial MarketsMarket/Industry DynamicsPractice Management StrategySalesTIAA Products/Services AcumenWealth Management

Required

2+ Years Required

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

SRC Indicator: Series 7; Series 63

Preferred

University (Degree) Preferred

3+ Years Preferred

Benefits

A comprehensive Total Rewards package

A 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)