Virtual Financial Consultant Multi-Lingual (Spanish)

TIAA
Dallas, NC
Category Finance
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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