Retirement Income Consultant, Multilingual
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • North Carolina • Texas • United States
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Salary
💰 $71,500 - $91,500 per hour
About the role
- Delivers virtual financial planning meetings with clients preparing for retirement
- Takes inbound calls from clients seeking advice and education on the use of TIAA’s investment products
- Makes outbound calls to clients to follow-up on referrals
- Recommends a variety of lifetime income solutions
- Ensures a smooth client transition into retirement
Requirements
- University (Degree) Preferred
- 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
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client communicationfinancial planningadvisory skillsrelationship managementproblem-solving
Certifications
Series 7Series 63Life and Health Insurance License