Home
Jobs
Saved
Resumes
Financial Consultant, Multi-lingual – Spanish at TIAA | JobVerse
JobVerse
Home
Jobs
Recruiters
Companies
Pricing
Blog
Jobs
/
Financial Consultant, Multi-lingual – Spanish
TIAA
Website
LinkedIn
Financial Consultant, Multi-lingual – Spanish
Dallas, North Carolina, United States of America
Full Time
2 weeks ago
Visa Sponsor
Apply Now
About this role
Role Overview
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
Apply Now
Home
Jobs
Saved
Resumes