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

TIAA Jobs

Frisco, TX, United States
Base: $22.60ph - $28.85ph; bonus: annual target 15...
Hybrid
Strong customer service mindset
Ability to communicate clearly verbally
Reliable with high quality standards
TIAA is seeking a Financial Services Consultant for its National Contact Center in Frisco, TX, to help clients navigate retirement plans and financial options. The position emphasizes customer service, communication skills, and a commitment to assisting clients in achieving financial security, all within a hybrid work environment

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 position includes an annual bonus with a target of 15% of base pay and access to industry-leading pension and family support benefits.

Matching Summary

Match Score: 85

TIAA is seeking a Financial Services Consultant for its National Contact Center in Frisco, TX, to help clients navigate retirement plans and financial options. The position emphasizes customer service, communication skills, and a commitment to assisting clients in achieving financial security, all within a hybrid work environment.

Salary

Base: $22.60/hr - $28.85/hr; Bonus: Annual 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
  • Reliable with high quality standards
  • Able to prioritize multiple tasks
  • Demonstrate care compassion and empathy

Nice-to-have

  • Banking or call center experience
  • Sales experience helpful
  • Learner's mindset open to feedback
  • Collaborative and team-oriented
  • Professionalism in structured environment

Key Requirements

  • Associate's Degree or Equivalent Experience
  • Life and Health Insurance License (Multi-state) required within 120 Days
  • Must successfully complete employment screening including credit report background check
  • FINRA Series 6 or 7; Series 63 Licenses preferred
  • SIE license may be eligible for $1500 bonus

Work Rights

Not specified

Tailored Resume

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