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

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. Weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions.

This is a FINRA Registered role 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.

As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. Beyond that, you will set your career on an exciting new path in the financial services industry.

Great Financial Services Consultants bring a wide range of experiences — skills and qualities we look for include:

• 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
• Able to communicate clearly and professionally verbally and in writing
• Ability to prioritize multiple tasks and navigate multiple business systems
• 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

Key Responsibilities and Duties

• Establish rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning
• Understand participant needs and outline appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations
• Answer participant questions by communicating financial plan details and providing further explanation when necessary
• Execute transactions and service requests on behalf of participants
• Maintain records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed
• Refer participants to business partners when appropriate to help participants achieve their desired outcome

Educational Requirements

• Associate’s Degree or equivalent experience 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

• Sedentary work

Career Level

5IC

• Hybrid office presence
• Candidates with SIE may be eligible for a $1,500 bonus
• The start date will be September 14th, 2026
• Hours of operation are Monday – Friday 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
• Base pay determined by relevant experience and market data, plus hourly rate plus annual bonus with a target of 15% of base pay; potential total compensation range $47,000–$66,700

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

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

Phone:

Email:

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.