Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center

TIAA is a market-leading retirement company that has been delivering secure retirement solutions for over 100 years. They are seeking passionate and professional Financial Services Consultants to take inbound calls and provide participants with options for retirement plans and financial education, impacting the lives of thousands each year.

Responsibilities

• 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

Skills

• Strong customer service mindset
• Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and able to work well in a structured operational environment
• Able to communicate clearly and professionally verbally and in writing
• Ability to prioritize multiple tasks and navigate multiple business systems
• Demonstrate care, compassion, and empathy
• A learner's mindset, being coachable and open to feedback
• Performs well in a scheduled work environment
• Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days
• Associate's Degree or Equivalent Experience Preferred
• Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required)

Benefits

• Candidates with SIE may be eligible for a $1500 bonus.
• TIAA offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges.
• Our total compensation package includes an hourly rate plus an annual bonus with a target of 15% of your base pay and eligible earnings.
• 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).
• Every TIAA associate receives the benefits they need to achieve the same financial security we work to provide our clients.
• From our industry-leading pension program and family support benefits to making it easy to perform your best wherever you work, our experience is designed to set associates up for success.
• You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered.
• The 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.
• Hybrid office presence.

Company Overview