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

TIAA

Frisco, TX, United States
Base: $22.60ph - $28.85ph; bonus: target 15% of ba...
Hybrid
Strong customer service mindset
Ability to communicate clearly verbally
Prioritize multiple tasks in structured environment
TIAA is seeking passionate Financial Services Consultants for their hybrid National Contact Center in Frisco, TX. The role involves providing clients with options for retirement plans and financial products while emphasizing a strong customer service mindset and the potential for career advancement within the company

Job Summary

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

Match Score: 85

TIAA is seeking passionate Financial Services Consultants for their hybrid National Contact Center in Frisco, TX. The role involves providing clients with options for retirement plans and financial products while emphasizing a strong customer service mindset and the potential for career advancement within the company.

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
  • Prioritize multiple tasks in structured environment

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 (Multi-state) within 120 Days
  • Series 6 or 7; Series 63 Licenses required
  • Successful completion of credit report background check

Work Rights

Not specified

Tailored Resume

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