Financial Services Consultant - Non Registered - Charlotte, Nc National Contact Center
TIAA Jobs
Charlotte, NC, USA
Base: $22.60ph - $28.85ph; bonus: target 15% of ba...
Hybrid
Strong customer service mindset
Ability to communicate clearly verbally and in writing
Able to prioritize multiple tasks
This role is primarily responsible for taking inbound calls to provide participants with options for retirement plans, investments, and financial education
Job Summary
This role is primarily responsible for taking inbound calls to provide participants with options for retirement plans, investments, 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
This role is primarily responsible for taking inbound calls to provide participants with options for retirement plans, investments, 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 communicate clearly verbally and in writing
Able to prioritize multiple tasks
Nice-to-have
Demonstrate care, compassion, and empathy
Banking or call center experience helpful
Learner's mindset open to feedback
Key Requirements
Associate's Degree or Equivalent Experience
Life and Health Insurance License required within 120 days
Must be able to successfully complete employment screening including credit report