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TIAA · 9 hours ago

Financial Services Consultant - Registered - Charlotte, NC National Contact Center

Charlotte, NC, USA

Full-time

Hybrid

New Grad, Entry Level

$22.60/hr - $28.85/hr

0+ years exp

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 handle inbound calls and provide participants with options for retirement plans and financial education, ultimately impacting the lives of thousands each year.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

H1B Sponsor Likely

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

Qualification

FINRA Series 6LifeHealth Insurance LicenseCustomer ServiceCommunication SkillsProfessionalismEmpathyLearner's MindsetAdaptabilityCollaboration

Required

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

Preferred

Associate's Degree or Equivalent Experience Preferred

Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required)

Benefits

Superior retirement program

Highly competitive health, wellness and work life offerings

Company

TIAA

Glassdoor3.9

TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.

Founded in 1918

New York, New York, USA

10001+ employees

https://www.tiaa.org

H1B Sponsorship

TIAA has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (1)

2020 (10)