Financial Services Consultant - Registered & SIE - Lewisville, TX National Contact Center - Military veterans preferred

This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education.
Key Responsibilities and Duties
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.
Educational Requirements
University (Degree) Preferred
Work Experience
No Experience Required
FINRA Registrations
SRC Indicator: Series 6 or 7; Series 63
Licenses and Certifications
Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days
Physical Requirements
Physical Requirements: Sedentary Work

Career Level
5IC
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of peopleand we?re not done yet. Founded to help educators retire with dignity, today we?re a market-leading retirement company fueled by world-class asset management.

But we?re not just another legacy financial services firm. We?re fighting harder than ever before for our clients and the many Americans who need us. And we?re hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions.
But this is so. much. more. than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. Beyond that, you will set your career on an exciting new path in the financial services industry. Over 1600 current associates began their TIAA journeys in our National Contact Center (NCC) and later changed course, ultimately arriving in entirely different career destinations including sales, learning, talent management and finance.
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.
Great Financial Services Consultants bring a wide range of experiences - theres no blueprint, al though there are skills and qualities we look for:
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 learners mindset, being coachable and open to feedback
Performs well in a scheduled work environment
Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required).
While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice.
Other Notes
Hybrid office presence.
Candidates with SIE may be eligible for a $1500 bonus.
The Start Date will be July 8th , 2024.
Hours of operation are Mon - Fri 7:00 am to 9:00 pm Central Time.
Must be able to successfully complete employment screening, including a Credit Report background check.
Interview will be in-person.
Related SkillsAdaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness

Anticipated Posting End Date:
2024-05-06Base 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).
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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. Thats 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, sex, religion, veteran status, disability, sexual 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) 842-2755
Email:

accessibility.support@tiaa.org
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