Financial Services Consultant - Non Registered - Frisco, Tx National Contact Center

TIAA

Frisco, TX, US
Base: $22.60ph - $28.85ph; bonus: target 15% of ba...
Hybrid
Strong customer service mindset
Ability to communicate clearly verbally
Able to prioritize multiple tasks
This role is primarily responsible for taking inbound calls to provide participants with options for retirement plans and financial education

Job Summary

  • This role is primarily responsible for taking inbound calls to provide participants with options for retirement plans and financial education.
  • The company offers funding, coaching, and support to pass FINRA Series 6, 7, and 63 certification exams if the candidate is not currently licensed.
  • Total compensation includes an hourly rate plus an annual bonus with a target of 15% of base pay.

Matching Summary

This role is primarily responsible for taking inbound calls to provide participants with options for retirement plans and financial education.

Salary

Base: $22.60/hr - $28.85/hr; Bonus: Target 15% of base pay ($47,000-$66,700 total); Benefits: Industry-leading pension program and family support benefits

Skills & Requirements

Must-have

  • Strong customer service mindset
  • Ability to communicate clearly verbally
  • Able to prioritize multiple tasks

Nice-to-have

  • Demonstrate care, compassion, and empathy
  • Banking or call center experience helpful
  • Learner's mindset open to feedback

Key Requirements

  • Associate's Degree or Equivalent Experience
  • Life and Health Insurance License required within 120 days
  • Series 6 or 7; Series 63 Licenses preferred
  • Must be able to complete employment screening including credit report

Work Rights

Not specified

Tailored Resume

Cover Letter