Location: Charlotte, NC
Company: Tiaa
Consultants come to TIAA with and without their registrations and exemplify our corporate values. Whether newly registered or experienced Registered Representatives, our consultants are empowered to deliver excellence in customer service and help achieve financial results.
They believe in putting our participants first in every interaction and through continuous improvement processes. Consultants operate as one team through interdepartmental collaboration and act with the highest degree of integrity in both participant and associate interactions. The Financial Services Consultant works with TIAA participants to provide education and understanding regarding TIAA financial products and
services and assists participants in meeting their long-term financial goals. This is a FINRA Registered job that is responsible for communicating details and providing participant options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement and financial issues to individual and institutional participants.
While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice. Candidates who do not currently have the Securities Industry Exam (SIE), FINRA Series 6 and/or Series 63 will be provided paid time to study for and take these exams. Study resources
are provided. Once all exams are passed, and new hires are successfully registered, they will move to the Financial Services Consultant role and enter an extensive training program to help provide the skills needed to effectively engage TIAA's participants by providing financial education through in-bound phone calls in one of our National Contact Centers located in Charlotte, Dallas, or Denver.
Key Responsibilities and Duties Offers superior customer service to inbound phone callers by responding to participant requests while backssing participant issues and offering solutions to both identified and unrecognized participant needs. Establishes rapport quickly with participant, setting them at ease and providing direction regarding their financial transactions and long-term planning regarding their assets.
Outlines participant options regarding TIAA products and services and explains choices using clear and simple explanations. Answers participant questions by communicating TIAA 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, actions taken, etc. as well as banking service transactions performed.
Refers participant to business partners when appropriate to retain and increase client assets. Candidates who do not have the SIE, Series 6 and/or 63, must obtain those registrations as a condition of employment within 120 days Candidates who do not have the SIE, Series 6 and/or 63 will have a start date that depends on what registrations they have, providing time to obtain these ahead of training Training will be provided to ensure our associates are prepared to meet the expectations of the role NCC associates will take the Resident Insurance License Exam.
Qualifications No Experience Required University (Degree), Preferred FINRA Registrations SRC Indicator: Series 6 or 7; Series 63Physical Requirements Physical Requirements: Sedentary Work Career Level5IC Candidates with SIE may be eligible for a $1500 bonus. The Start Date for Non-Registered and SIE candidates will be 03/04/24. Banking, Call Center, Customer Service or Sales experience is desired. Hours of operation are Mon - Fri 8:00 am to 10:00 pm Eastern Time. Must be able to successfully complete employment screening, including a Credit Report background check. Related Skills Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness Anticipated Posting End Date: Base 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 Overview TIAA 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 Rewards 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. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, interaction, religion, veteran status, disability, interactionual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here. Accessibility Support TIAA 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-xyz XEmail: vacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here.
Consulting jobs refer to professions where experts provide strategic advice to companies or individuals. Individuals in these roles analyze challenges, identify improvements, and recommend solutions that drive business efficiency, profitability, and growth. Characterized by problem-solving, project-based engagements, and expertise in specific industries or functions, consultants may work for firms or as independents. This career is marked by its dynamic work environment, frequent travel, and the opportunity for exposure to diverse business scenarios, enabling consultants to rapidly build a broad skill set and professional network.
Consulting jobs refer to positions where individuals provide expert advice to organizations or individuals in a specific field. These roles are characterized by problem-solving, strategic thinking, and a focus on optimizing business processes or improving organizational performance. Consultants often work for consulting firms or as independent contractors and engage in project-based work, which may involve travel and working with diverse clients. The nature of consulting provides exposure to varied industries and requires strong analytical and interpersonal skills.
Consulting jobs refer to positions where professionals provide expert advice to organizations or individuals in a specific area, such as management, technology, finance, or law. Consultants analyze challenges, formulate strategies, and implement solutions to improve client performance. These roles are characterized by project-based work, potential for high-travel, interaction with diverse clients, analytical problem-solving, and often require strong communication skills. Flexibility, adaptability, and the ability to swiftly understand various business contexts are key traits of successful consultants.
Consulting jobs refer to positions where professionals provide expert advice to organizations or individuals in a specific area, such as management, technology, finance, or law. Consultants analyze challenges, formulate strategies, and implement solutions to improve client performance. These roles are characterized by project-based work, potential for high-travel, interaction with diverse clients, analytical problem-solving, and often require strong communication skills. Flexibility, adaptability, and the ability to swiftly understand various business contexts are key traits of successful consultants.
