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

About the role

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.

Responsibilities

• 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 achieve their desired outcome.

Requirements

• Associate's Degree or Equivalent 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

Qualifications

• Physical Requirements: Sedentary Work
• Career Level: 5IC
• Hybrid office presence
• Candidates with SIE may be eligible for a $1500 bonus
• Start Date: Oct 12th, 2026
• Hours of operation: Mon - Fri 8:00 am to 10:00 pm Eastern Time
• Must be able to successfully complete employment screening, including a Credit Report background check
• Interview will be in-person
• TIAA offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges
• Financial Consultants are paid at a base pay rate determined by your relevant experience and market data associated with the position and hiring location
• Our total compensation package includes an hourly rate plus an annual bonus with a target of 15% of your base pay and eligible earnings
• The potential total compensation range for this position based on the target bonus rate is between $47,000 and $66,700

Skills

• Strong customer service mindset
• Professionalism - reliable, possesses high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrates strong attention to detail and able to work well in a structured operational environment
• Able to communicate clearly and professionally verbally and in writing
• Demonstrate care, compassion, and empathy
• A learner’s 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)
• Does not provide financial advice

Benefits

Includes 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.

Pay

Base Pay Range: $24.04/hr - $28.85/hr

Schedule

Mon - Fri 8:00 am to 10:00 pm Eastern Time