TIAA

Financial Services Consultant - Non Registered - Charlotte, NC National Contact Center

TIAA(20 days ago)

HybridFull TimeMedior$47,000 - $66,700Financial Services
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About this role

TIAA is seeking passionate Financial Services Consultants to engage with clients via inbound calls, helping them navigate retirement plans, investments, and insurance products. The role offers opportunities for career growth within a supportive environment that prioritizes employee development and well-being.

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Required Skills

  • Customer Service
  • Financial Planning
  • Insurance Products
  • Communication
  • Problem Solving
  • Asset Management
  • Retirement Planning
  • Financial Education
  • Compliance
  • CRM
TIAA

About TIAA

tiaa.org

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.

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