Financial Services Consultant - Non Registered - Charlotte, NC National Contact Center
TIAA(1 month ago)
About this role
A Financial Services Consultant at TIAA is a FINRA-registered contact center role supporting participants with retirement and financial product needs. The position is entry-level and provides training and support for FINRA licensing and career development within the organization.
Required Skills
- Customer Service
- Professionalism
- Communication
- Detail Orientation
- Prioritization
- Systems Navigation
- Empathy
- Sales
- Call Center
- Digital Savviness
Qualifications
- Associate's Degree
- Series 6
- Series 7
- Series 63
- Life And Health Insurance License
- SIE
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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