Individual Financial Consultant Multi-lingual (Spanish)
TIAADallas, Texas, United States • Charlotte, North Carolina, United States
Posted April 7, 2026
Full Time
About the Company
TIAA is a market-leading retirement company that delivers financial security for millions of people.
Job Description
The Individual Financial Consultant (IFC) provides retirement education and advice to clients and prospects, navigating and advising on qualified and non-qualified product and investment needs.
Requirements
- Takes inbound calls from clients and partners to identify product and investment needs
- Provides advice or educates clients on retirement accounts, after-tax annuities, retirement planning, and retirement income
- Develops and maintains a pipeline of sales opportunities to open and fund accounts
Benefits
- Superior retirement program
- Highly competitive health, wellness, and work-life offerings
- Total Rewards package