Financial Services Consultant -sie & Registered - Charlotte, Nc National Contact Center

TIAA

Charlotte, NC, US
Base: $22.60ph - $28.85ph; bonus: annual target of...
Hybrid
Strong customer service mindset
Ability to communicate clearly verbally
Able to prioritize multiple tasks
This FINRA Registered role is primarily responsible for taking inbound calls to provide individual participants with options for retirement plans and financial education

Job Summary

  • This FINRA Registered role is primarily responsible for taking inbound calls to provide individual participants with options for retirement plans and financial education.
  • Over 1600 current associates began their TIAA journeys in the National Contact Center and later changed course to entirely different career destinations.
  • The company offers funding, coaching, and support to pass FINRA Series 6 or 7 and 63 certification exams if the candidate is not currently licensed.

Matching Summary

This FINRA Registered 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: Annual target of 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
  • Able to prioritize multiple tasks
  • Demonstrate care compassion empathy
  • Perform well in scheduled work environment

Nice-to-have

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

Key Requirements

  • Associate's Degree or Equivalent Experience
  • Series 6 or 7; Series 63 Licenses
  • Life and Health Insurance License within 120 Days
  • Must be able to complete employment screening
  • No prior experience required

Work Rights

Not specified

Tailored Resume

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