Financial Services Consultant -SIE & Registered - Charlotte, NC National Contact Center

TIAA • Charlotte, NC

22h • Hybrid

About The Position

For more than 100 years, TIAA has delivered secure retirement for millions of people, evolving from helping educators to becoming a market-leading retirement company fueled by world-class asset management. TIAA is seeking passionate, professional, and caring Financial Services Consultants to join their team. This is a Financial Industry Regulatory Authority (FINRA) Registered role primarily responsible for taking inbound calls and assisting individual participants with retirement plans, after-tax investments, insurance products, payment flexibility, investment choices, and overall retirement and financial education. This role is more than a call center job; it significantly impacts thousands of participants annually by helping TIAA deliver its mission of providing guaranteed income for life. It also offers an an exciting career path within the financial services industry, with many associates transitioning from the National Contact Center (NCC) to various roles in sales, learning, talent management, and finance. TIAA provides comprehensive benefits to its associates, including an industry-leading pension program and family support, and offers funding, coaching, and support to help associates pass FINRA Series 6 or 7 and 63 certification exams if not already licensed or registered. While the Financial Services Consultant educates and provides services, this job does not provide financial advice.

Requirements

• Strong customer service mindset
• Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and able to work well in a structured operational environment
• Able to communicate clearly and professionally verbally and in writing
• Ability to prioritize multiple tasks and navigate multiple business systems
• Demonstrate care, compassion, and empathy
• A learner’s mindset, being coachable and open to feedback
• Performs well in a scheduled work environment
• Associate's Degree or Equivalent Experience
• FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
• Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days
• Must be able to successfully complete employment screening, including a Credit Report background check.

Nice To Haves

• Banking, Call Center, Customer Service or Sales experience is helpful

Responsibilities

• Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning
• Understands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations.
• Answers participant questions by communicating financial plan details and providing further explanation when necessary.
• Executes transactions and service requests on behalf of participant.
• Maintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed.
• Refers participant to business partners when appropriate to help participant achieved their desired outcome.

Benefits

• industry-leading pension program
• family support benefits
• funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered
• competitive compensation
• annual bonus with a target of 15% of your base pay and eligible earnings
• comprehensive Total Rewards package
• superior retirement program
• highly competitive health, wellness and work life offerings
• Candidates with SIE may be eligible for a $1500 bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees