Financial Services Consultant - 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 retirement plan participants by explaining product options, facilitating transactions, and educating individuals about retirement and financial choices. The position is positioned as an entry-level opportunity with career mobility and support for obtaining required industry registrations and licenses. The role is based in a hybrid office setting.
Required Skills
- Customer Service
- Communication
- Empathy
- Detail Orientation
- Prioritization
- Multitasking
- Collaboration
- Digital Savviness
- Sales
- Call Center
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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