Financial Services Consultant - Non Registered - Lewisville, TX NCC

The Financial Services Consultant works with the organization's participants to provide education and understanding regarding the organization's financial products and services and assists participants in meeting their long-term financial goals. This is a Financial Industry Regulatory Authority (FINRA) Registered job that is responsible for taking inbound calls, 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.

Key Responsibilities and Duties

• Offers superior customer service to inbound phone callers by responding to participant requests while assessing participant issues and offering solutions to both identified and unrecognized participant needs.
• Establishes rapport quickly with participants, setting them at ease and providing direction regarding their financial transactions and long-term planning regarding their assets.
• Outlines participant options regarding the organization’s products and services and explains choices 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 retain and increase client assets.
• TIAA may automatically consider Financial Services Consultants for promotion to Senior Customer Advocate based on individual performance and/or TIAA needs.

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

• Candidates with SIE may be eligible for a $1500 bonus.
• The Start Date for Non-Registered & SIE candidates will be 04/08/2024.
• Banking, Call Center, Customer Service or Sales experience is desired.
• 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 Skills

Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness

Anticipated Posting End Date:

2024-04-08

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).

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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. 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.

Job Type: Full-time

Pay: $23.00 - $25.00 per hour

Expected hours: 40 – 42 per week

Benefits:

• 401(k)
• 401(k) matching
• Adoption assistance
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Experience level:

• 1 year
• 2 years
• No experience needed
• Under 1 year

Schedule:

• 8 hour shift
• Monday to Friday
• No nights

Work setting:

• Hybrid work
• Office

Work Location: Hybrid remote in Lewisville, TX 75067