Financial Services Consultant - Non Registered - Charlotte, Nc National Contact Center

TIAA

Charlotte, NC, United States
Base: $22.60ph - $28.85ph; bonus: target 15% of ba...
Hybrid
Strong customer service mindset
Ability to prioritize multiple tasks
Clear verbal and written communication
This role is primarily responsible for taking inbound calls to provide individual participants with options for retirement plans and financial education

Job Summary

  • This role is primarily responsible for taking inbound calls to provide individual participants with options for retirement plans and financial education.
  • TIAA offers funding, coaching, and support to pass FINRA Series 6, 7, and 63 certification exams if the candidate is not currently licensed.
  • The total compensation package 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 individual 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 prioritize multiple tasks
  • Clear verbal and written communication

Nice-to-have

  • Banking or call center experience
  • Sales experience
  • Learner's mindset open to feedback

Key Requirements

  • Associate's Degree or Equivalent Experience
  • Life and Health Insurance License within 120 Days
  • Series 6 or 7; Series 63 Licenses required

Work Rights

Not specified

Tailored Resume

Cover Letter