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Virtual Financial Consultant Multi-Lingual (Spanish)
TIAA
Dallas, NC
Category
Finance
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Job Description
The Virtual Financial Consultant Multi-lingual provides virtual counseling in multiple languages for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services.
Requirements
Counsels participants in multiple languages on their pension plans, tax deferred annuities and other available investment options
Educates, recommends and facilitates new product purchases and provides authoritative information upon which important personal financial planning decisions are based
Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests
Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives
Communicates internally with cross-business partnerships to develop and implement TIAA products and services
Develops and maintains strong relationship with Institutional Plan Sponsors
Benefits
Comprehensive Total Rewards package
Superior retirement program
Highly competitive health, wellness and work life offerings
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