Financial Services Consultant -SIE & Registered - Frisco, TX 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)
Qualifications
- 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
- Ability 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)
Skills
- Adaptability
- Collaboration
- Communication
- Conflict Management
- Customer Engagement
- Digital Savviness
- Innovation
- Inspires Others
- Prioritizes Effectively
- Resourcefulness
Benefits
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.
Pay
Base Pay Range: $24.04/hr - $28.85/hr
Schedule
Hours of operation are Mon - Fri 7:00 am to 9:00 pm Central Time.
Other Notes
- Hybrid office presence
- Candidates with SIE may be eligible for a $1500 bonus
- The Start Date will be October 12th, 2026
- 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