Virtual Financial Consultant, Multi-Lingual
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • North Carolina, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $75,400 - $92,300 per year
Job Level
Mid-LevelSenior
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial productsfinancial servicescustomer service
Soft skills
counselingeducationrecommendationfacilitationinteraction
Certifications
Series 7Series 63Life and Health Insurance License