Retirement Income Consultant - Multilingual (Spanish)
Retirement Income Consultant - Multilingual (Spanish)
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Salary Not Disclosed
1 Vacancy
Job Description
The Retirement Income Consultant Multilingual speaks multiple languages and works directly with clients to recommend and implement a variety of retirement income solutions designed to meet their needs. Under general supervision this job support clients by incorporating the organizations suite of income oriented advice and education tools in addition to utilizing the organizations broad suite of distribution and lifetime income options.
Key Responsibilities and Duties
- Delivers virtual financial planning meetings with clients preparing for retirement and seeking assistance on how to take income from their investment portfolio
- Takes inbound calls from clients seeking advice and education on the use of TIAAs investment products for retirement income
- Makes outbound calls to clients to followup on referrals from the organizations business partners where retirement income education and advice are identified as client needs
- Recommends a variety of lifetime income solutions utilizing the organizations suite of income oriented tools.
- Ensures a smooth client transition into retirement by supporting the client through the lifetime income application process
- Assesses the complexities of the client and determines the right tools and solutions that fit their needs
- Maintain effective schedule and pipeline management
- University (Degree) Preferred
- 2 Years Required; 3 Years Preferred
- SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State) Multiple Issuers required
Career Level
6IC
Related SkillsClient Financial Planning Client Relationship Management Consultative Communication Due Diligence Financial Markets Market/Industry Dynamics Practice Management Strategy Retirement Planning Selling Sales TIAA Products/Services Acumen Wealth Management
Anticipated Posting End Date:
Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location. In addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800)
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Contract
Employment Type
Full-Time
