Financial Services Consultant - Registered - Charlotte, NC National Contact Center
TIAA
- Charlotte, NC
- $19.11-36.83 per hour
- Permanent
- Full-time
- Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning.
- Understands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations.
- Answers participant questions by communicating financial plan details and providing further explanation when necessary.
- Executes transactions and service requests on behalf of participant.
- Maintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed.
- Refers participant to business partners when appropriate to help participant achieved their desired outcome.
- Associate's Degree or Equivalent Experience Preferred
- No Experience Required
- SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days
- Physical Requirements: Sedentary Work
5ICHybrid office presence.Candidates with SIE may be eligible for a $1500 bonus.The Start Date will be August 5th, 2024.Hours of operation are Mon - Fri 8:00 am to 9:00 pm Eastern Time.Must be able to successfully complete employment screening, including a Credit Report background check.Interview will be in-person.Related SkillsAdaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, ResourcefulnessAnticipated Posting End Date: 2024-05-31Base Pay Range: $19.11/hr. - $36.83/hr.Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).Company OverviewTIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our .Equal OpportunityWe are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.Read more about the Equal Opportunity Law .Accessibility SupportTIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Phone: (800) 842-2755Email:Privacy NoticesFor Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click .For Applicants of TIAA, Nuveen and Affiliates residing in California, please click .For Applicants of Nuveen residing in Europe and APAC, please click .For Applicants of Greenwood residing in Brazil (English), click .For Applicants of Greenwood residing in Brazil (Portuguese), click .For Applicants of Westchester residing in Brazil (English), click .For Applicants of Westchester residing in Brazil (Portuguese), click .