Financial Services Consultant -SIE & Registered - Charlotte, NC National Contact Center
TIAA(22 days ago)
About this role
A Financial Services Consultant at TIAA is a FINRA-registered contact center associate who handles inbound participant calls to explain retirement plan options, investment choices, insurance products, and transaction processing. The role supports participants’ long-term financial planning and education without providing formal financial advice. It is an entry-level position with opportunities for FINRA licensing support and career progression within the organization.
Required Skills
- Customer Service
- Communication
- Detail Orientation
- Prioritization
- Empathy
- Coachability
- Call Center
- Transaction Processing
- Financial Education
Qualifications
- Associate's Degree or Equivalent Experience
- 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.
View more jobs at TIAA →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at TIAA
Similar Jobs
Retirement Specialist In Training
AMERICAN GENERAL LIFE INS CO(27 days ago)
Sr Customer Services Rep- Retirement
Voya Financial(1 month ago)
Customer Service Representative
Altasciences(5 months ago)
Workplace Planning Associate - Covington, KY
Fidelity(5 months ago)
Sr. Retirement Specialist - Arizona
Nationwide(8 days ago)
Education Consultant I - Arlington, VA
Fidelity(2 months ago)