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

Financial Services Consultant at TIAA in Charlotte NCC (National Contact Center) focused on inbound calls to educate participants on retirement plans, investments, insurance products, and financial education. Responsibilities include establishing rapport with participants, understanding needs, outlining suitable solutions, explaining options clearly, executing transactions and service requests, maintaining participant interaction records, and referring participants to business partners when appropriate. Preferred qualifications include an Associate's degree or equivalent experience; FINRA registrations (Series 6/7/63) and Life and Health Insurance licenses may be pursued. The role emphasizes customer service, professionalism, clear written and verbal communication, multi-tasking in a structured call-center environment, and a willingness to be coachable. Hybrid office presence is noted. Notably, the role supports opportunities to pass FINRA exams and works within a compensation package that includes base pay plus potential bonuses. Benefits are described as part of a comprehensive Total Rewards program. The posting describes a mid-level professional track within a regulatory-compliant financial services context, with emphasis on serving participants’ retirement and financial planning needs.