Financial Consultant, Multi-lingual – Spanish
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • North Carolina • Texas • United States
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About the role
- Provides retirement education and advice to the organization's clients and prospects
- Helps individuals navigate and, where appropriate, provides advice related to qualified and non-qualified product and investment needs
- Takes inbound calls from both internal partners and clients to help identify product and investment needs
- Determines where client has a need and creates or manages associated opportunity to a won or lost sale
- Meets or exceeds several goals that have a direct impact on client acquisition and retention
Requirements
- University (Degree) Preferred
- No Experience Required
- FINRA Registrations SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
- solid understanding of the organization’s digital new account opening requirements and processes
Benefits
- comprehensive Total Rewards package
- superior retirement program
- highly competitive health, wellness and work life offerings
- support for those who need assistance with online application process
- Equal Opportunity Employer
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement educationinvestment adviceclient acquisitionclient retentionsales opportunity management
Soft Skills
communicationinterpersonal skillsadvisory skillsproblem-solving
Certifications
Series 7Series 63Life and Health Insurance License