Individual Financial Consultant Multi-lingual

TIAA

United States
Base salary varies by experience + location; incen...
Hybrid
Inbound client call handling
Retirement planning expertise
Sales pipeline management
TIAA is seeking a Multi-lingual Individual Financial Consultant to provide retirement education and advice to clients. The role involves assisting clients with investment and product needs, while achieving targets for client acquisition and retention

Job Summary

  • The Individual Financial Consultant provides retirement education and advice to help clients navigate qualified and non-qualified product needs.
  • Candidates must possess a solid understanding of digital new account opening processes and manage barriers like not in good orders (NIGOs).
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 85

TIAA is seeking a Multi-lingual Individual Financial Consultant to provide retirement education and advice to clients. The role involves assisting clients with investment and product needs, while achieving targets for client acquisition and retention.

Salary

Base salary varies by experience and location; Incentive programs linked to performance available; Comprehensive benefits package included

Skills & Requirements

Must-have

  • Inbound client call handling
  • Retirement planning expertise
  • Sales pipeline management
  • Asset growth goals
  • Spanish language proficiency

Nice-to-have

  • Consultative communication skills
  • Client relationship management
  • Digital account opening knowledge
  • Collaborative team environment
  • AI tool utilization

Key Requirements

  • University degree preferred
  • Series 7 and Series 63 licenses within 120 days
  • Life and Health Insurance License required within 120 days
  • Pass Spanish speaking assessment
  • No prior experience required

Work Rights

Not specified

Tailored Resume

Cover Letter