Financial Services Consultant - Non Registered - Frisco, TX National Contact Center
TIAA(22 days ago)
About this role
The Financial Services Consultant is a FINRA-registered contact center role at TIAA focused on servicing retirement plan participants via inbound calls. The consultant provides information on retirement plans, investment and insurance options, payment flexibility and financial education while executing transactions and service requests. This hybrid position supports participant financial security and offers a career pathway into broader financial services roles.
Required Skills
- Customer Service
- Professionalism
- Verbal Communication
- Written Communication
- Multitasking
- Empathy
- Coachable
- Transaction Processing
- Recordkeeping
- FINRA Registration
Qualifications
- Associate's Degree (Preferred)
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- Life and Health Insurance License (Multi-state)
- 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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