Financial Services Consultant -SIE & Registered - Charlotte, NC 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 Financial Services Consultants to provide individualized options for retirement plans and financial education to participants, impacting their financial futures.ResponsibilitiesEstablishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planningUnderstands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanationsAnswers participant questions by communicating financial plan details and providing further explanation when necessaryExecutes transactions and service requests on behalf of participantMaintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performedRefers participant to business partners when appropriate to help participant achieved their desired outcomeSkillsStrong customer service mindsetProfessionalism - 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 environmentAble to communicate clearly and professionally verbally and in writingAbility to prioritize multiple tasks and navigate multiple business systemsDemonstrate care, compassion, and empathyA learner's mindset, being coachable and open to feedbackPerforms well in a scheduled work environmentLife and Health Insurance License (Multi-state) - Multiple Issuers required within 120 DaysAssociate's Degree or Equivalent Experience PreferredSRC Indicator: Series 6 or 7; Series 63Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required)BenefitsSuperior retirement programHighly competitive health, wellness and work life offeringsCompany OverviewTIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance. It was founded in 1918, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.tiaa.org.Company H1B SponsorshipTIAA has a track record of offering H1B sponsorships, with 1 in 2021, 10 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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