TIAA · 8 hours ago
Virtual Financial Consultant Multi-Lingual (Spanish)
Dallas, TX, USA
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $92K/yr
3+ years expTIAA is a market-leading retirement company focused on delivering secure retirement solutions. The Virtual Financial Consultant Multi-lingual provides virtual counseling in multiple languages to help clients achieve their financial goals through TIAA's products and services.
FinanceFinancial ServicesLife Insurance
Responsibilities
Counsels participants in multiple languages 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
Required
3+ Years Required
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Requires passing Spanish Assessment
Preferred
University (Degree) Preferred
5+ Years Preferred
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
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)
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
Company data provided by crunchbase