MMS Rollover Specialist

TIAA•Frisco, TX

6d•Onsite

About The Position

The MMS Rollover Specialist is responsible for handling questions, comments, and concerns related to transfers and rollovers into TIAA. Working under close supervision, this job reports to upper management and is the first line of support for our advisory teams. The rollover specialist will work closely with clients and alternate carriers to create a seamless rollover experience. This job is also a licensed professional who possesses significant knowledge of the company's products and services to provide a positive customer experience and enhance relationships between clients and the company.

Requirements

Must have Series 6 or 7; Series 63
3 Years Required; 5 Years Preferred Work Experience
Series 6 or 7; Series 63 FINRA Registrations
Life and Health Insurance License (Resident State)
Sedentary Work Physical Requirements

Nice To Haves

Demonstrated ability to excel in a fast paced, multi-functional, dynamic, client centric work environment
Ability to multitask in a fast paced high intensity environment while managing time and case work simultaneously
Proven organizational and analytical skills with high attention to detail
Excellent verbal and written communication skills
Bachelor’s degree preferred
Related Skills: Adaptability, Automation, Communication, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Digital Savviness, Problem Solving, TIAA Products/Services Acumen

Responsibilities

Handles questions, comments, and concerns related to transfers and rollovers into TIAA.
Works closely with clients and alternate carriers to create a seamless rollover experience.
Provides a positive customer experience and enhances relationships between clients and the company.