Financial Services Consultant - Non Registered - Frisco, TX National Contact Center
$47,008–$60,008 year
Hybrid · Frisco, Texas, United States
Job Summary
Financial Services Consultant in TIAA's National Contact Center focusing on inbound calls to explain retirement options, investments, and insurance products to participants. Responsibilities include understanding participant needs, outlining suitable solutions, executing transactions, maintaining records of inquiries and actions, and referring participants to business partners when appropriate. The role supports a hybrid office presence in Frisco, TX, and involves preparation for FINRA certifications (Series 6/7 and 63) and Life/Health licenses; emphasis on customer service, empathy, clear communication, and a learner's mindset within a structured, collaborative environment.
Required Qualifications
- Associate's Degree or Equivalent Experience Preferred
- FINRA Registrations Series 6 or 7; Series 63
- Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days
- Educational Requirements: Associate's Degree or Equivalent Experience Preferred
- Hours: Mon - Fri between 7:00 am to 9:00 pm Central Time
- Hybrid office presence
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