Retirement Solutions Consultant

TIAA; Charlotte (NC); Hybrid; USD 64,747,000 - 82,656,000; Full time

Benefits offered by this job

Hybrid office presence

SIE bonus eligibility

Job summary

TIAA invites qualified candidates to join our National Contact Center as Financial Services Consultants. You will help participants with retirement plans, investments, insurance products, and financial education, guiding them through options and executing requests.

The role blends service with opportunity, offering growth across sales, learning, and finance pathways. Hybrid work, SIE eligibility bonuses, and a strong benefits package are part of the package.

Qualifications

• Strong customer service mindset.
• Professional and reliable with high standards; team-oriented and inclusive.
• Clear verbal and written communication.
• Ability to prioritize tasks across multiple systems.
• Demonstrates care, compassion and empathy.
• Coachable and open to feedback.
• Performs well in a scheduled work environment.
• Banking, Call Center, Customer Service or Sales experience is helpful (though not required).
• FINRA Series 6/7 and 63 registrations preferred.
• Life and Health Insurance License (Multi-state) within 120 days.
• Sedentary work.
• Career level: 5IC.

Responsibilities

• Establishes rapport quickly with participants, setting them at ease and guiding financial transactions and long-term asset planning.
• Understands participant needs and outlines solutions leveraging TIAA products and services with clear 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, inquiries, complaints, and actions taken, as well as banking service transactions.
• Refer participants to business partners to help achieve desired outcomes.

Skills

Customer service mindset

Professionalism

Clear communication

Prioritization

Empathy

Coachability

Scheduled work

Banking/Call Center experience (help)

Education

Associate's Degree or Equivalent Experience Preferred

Job description

TIAA invites qualified candidates to join our National Contact Center as Financial Services Consultants. You will help participants with retirement plans, investments, insurance products, and financial education, guiding them through options and executing requests.

The role blends service with opportunity, offering growth across sales, learning, and finance pathways. Hybrid work, SIE eligibility bonuses, and a strong benefits package are part of the package.