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TIAA Financial Services Consultant Academy,Non-Registered-Denver in DENVER, Colorado

COMPANY OVERVIEW:

As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.

When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.

To be difference makers.

For more information about TIAA,.

POSITIONSUMMARY:

TIAA is committed to making financial well-being possible for its clients and equally committed to the well-being of its employees. Client Services & Technology (CS&T) develops and delivers the service experience for our clients, acting as the ‘service delivery hub.’ The National Contact Center (NCC) is the engagement center within CS&T.

Our Financial Services Consultants exemplify our corporate values. As licensed professionals our consultants are empowered to deliver excellence in customer service and help achieve financial results. They believe in putting our participants first in every interaction and through continuous improvement processes. Consultants operate as one team through interdepartmental collaboration and act with the highest degree of integrity in both client and employee interactions.

Engage our clients by providing financial education through in-bound phone calls in one of our National Contact Centers located in Charlotte, Dallas, or Denver.

KEYRESPONSIBILITIES AND DUTIES:

The NCC is a team of Financial Services Consultants who deliver excellence in a challenging yet extremely rewarding environment. You’re empowered to help clients pursue their financial goals by using your high energy, engagement, positivity, and professionalism. You are responsible for:

  • Being passionate about helping our clients reach their financial well-being up to and throughretirement

  • Providing exceptional options to customers, by communicatingdetails of TIAA retirement plans, executing transactions, and service requests

  • Leveraging multiple resources to educate clients through insightfulconversations

  • Educating our clients to help retain and increase assets byreferring to business partners when appropriate

  • Collaborating across the organization to drive continuous improvements

Professionals who do not have the required licenses will join TIAA 1-8 weeks early. We will pay you while we help you study, prepare, and pass the exam(s) leading up to our training program.

Professionals who have passed the Securities Industry Essentials (SIE) Exam before applying TIAA have the opportunity to receive a $1500 Bonus after 30 days of employment.

PREFERRED QUALIFICATION:

  • FINRA SIE,Series 6, and 63 Registrations (if you do not have, it must be obtained within120 days)

  • StateInsurance License (if you do not have, it must be obtained within 120 days)

  • Bachelor’sDegree or some college with professional designations

  • FinancialServices experience

  • Three ormore years of customer service experience

  • Salesexperience a plus

  • Bi-Lingualin Spanish a plus

SHIFTS AND TIME OFF DURING TRAINING:

  • Must be available between the hours of 8:00am - 5:00 pm local time during training

  • To position our consultants for success, pleasenote that time off is limited during training

Hours of operation are 8am-10pm EST Mon-Fri and 9am-6pm EST Sat. Shift availability varies and our consultants rotate every 5th week to work Saturdays.

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.

If you need assistance applying due to being visually or hearing impaired, please email, or call

We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Additional Information

  • Requisition ID: 1727454

Company: TIAA

Post Date: Jul 22, 2020

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