Retirement Income Consultant – Multi-lingual
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • Texas • United States
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Salary
💰 $72,800 - $90,000 per year
About the role
- Delivers virtual financial planning meetings with clients preparing for retirement
- Takes inbound calls from clients seeking advice on the use of TIAA’s investment products
- Makes outbound calls to clients to follow-up on referrals from the organization's business partners
- Recommends a variety of lifetime income solutions utilizing the organization's suite of income oriented tools
- Assesses the complexities of the client and determines the right tools and solutions that fit their needs
Requirements
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
Applicant Tracking System Keywords
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Certifications
Series 7Series 63Life and Health Insurance License