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

TIAA Financial Services, Inc.

Frisco, TX, US
Base: $22.60ph - $28.85ph; bonus: annual target 15...
Hybrid
Strong customer service mindset
Clear verbal and written communication
Ability to prioritize multiple tasks
This role is primarily responsible for taking inbound calls to provide participants with options for retirement plans, investments, and insurance products

Job Summary

  • This role is primarily responsible for taking inbound calls to provide participants with options for retirement plans, investments, and insurance products.
  • TIAA offers funding, coaching, and support to help associates pass FINRA Series 6, 7, and 63 certification exams if they are not currently licensed.
  • The position includes a competitive compensation package with an hourly rate plus an annual bonus targeting 15% of base pay.

Matching Summary

This role is primarily responsible for taking inbound calls to provide participants with options for retirement plans, investments, and insurance products.

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, health, wellness, and family support benefits

Skills & Requirements

Must-have

  • Strong customer service mindset
  • Clear verbal and written communication
  • Ability to prioritize multiple tasks
  • Work well in structured operational environment
  • Demonstrate care, compassion, and empathy

Nice-to-have

  • Banking or call center experience
  • Sales experience
  • Learner's mindset open to feedback
  • Collaborative and team-oriented approach
  • Professionalism with high quality standards

Key Requirements

  • Associate's Degree or Equivalent Experience
  • Series 6 or 7; Series 63 Licenses required within 120 days
  • Life and Health Insurance License (Multi-state) required within 120 days
  • Must successfully complete employment screening including credit report background check
  • Hybrid office presence required

Work Rights

Not specified

Tailored Resume

Cover Letter