Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center
TIAA(22 days ago)
About this role
A Financial Services Consultant at TIAA is a FINRA-registered contact center role focused on supporting retirement plan participants by explaining product options and helping them navigate financial choices. The position is part of the National Contact Center and offers structured training, licensing support, and career development opportunities within TIAA. This is a hybrid role with an emphasis on delivering client-focused service and education.
Required Skills
- Customer Service
- Communication
- Collaboration
- Accuracy
- Prioritization
- Empathy
- Transaction Processing
- Recordkeeping
- Financial Education
- Call Center
+1 more
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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