Financial Services Consultant -sie & Registered - Frisco, Tx National Contact Center
TIAA Jobs
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
TIAA is seeking passionate Financial Services Consultants for their National Contact Center in Frisco, TX, to provide assistance with retirement plans, investments, and financial education. This hybrid role emphasizes customer service and offers opportunities for career advancement within the financial services industry
Job Summary
This FINRA Registered 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, ranging between $47,000 and $66,700.
Matching Summary
Match Score: 85
TIAA is seeking passionate Financial Services Consultants for their National Contact Center in Frisco, TX, to provide assistance with retirement plans, investments, and financial education. This hybrid role emphasizes customer service and offers opportunities for career advancement within the financial services industry.
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 sales experience helpful
Learner's mindset open to feedback
Key Requirements
Series 6 or 7; Series 63 Licenses required within 120 days
Life and Health Insurance License (Multi-state) required within 120 days
Associate's Degree or Equivalent Experience preferred