Financial Services Consultant - Non Registered - Charlotte, NC
$22.6/h-$28.85/h
VetJobsa day ago
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OnsiteFull-timeEntry
Summary
TIAA is seeking a Financial Services Consultant - Non Registered to join their National Contact Center team in Charlotte, NC. The role involves taking inbound calls and providing participants with options for retirement plans and financial education.
About the Role
As a Financial Services Consultant, you will establish rapport with participants, understand their needs, and provide clear explanations of TIAA products and services. You will execute transactions, maintain records of interactions, and refer participants to business partners when necessary. This position is more than just a call center job; it offers a pathway to various career opportunities within the financial services industry.
About You
Required:
- Associate's Degree or equivalent experience.
- Strong customer service mindset and professionalism.
Preferred:
- Experience in banking, call center, customer service, or sales.
- Ability to communicate clearly and professionally, both verbally and in writing.
Benefits
- Competitive hourly pay with a range of $22.60/hr - $28.85/hr.
- Potential annual bonus of 15% of base pay.
- Funding and support for FINRA certification exams.
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Charlotte, NC