TIAA Financial Service Consultant - Non-Registered NCC-Denver in Denver, Colorado
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
KEY RESPONSIBILITIES AND DUTIES:
Financial Services Consultant, NL
Offers superior customer service to inbound phone callers by responding to customer requests while assessing customer issues and offering solutions to both identified and unrecognized customer needs.
Establishes rapport quickly with customers, setting them at ease and providing direction regarding their financial transactions and long-term planning regarding their assets.
Outlines customer options regarding TIAA products and services and explains choices using clear and simple explanations.
Answers customer questions by communicating TIAA financial plan details and providing further explanation when necessary.
Executes transactions and service requests on behalf of clients.
Maintains records of all customer interactions, including inquiries, complaints, actions taken, etc., as well as banking service transactions performed.
Refers clients to business partners when appropriate to retain and increase client assets.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
SRC Indicator: Series 6 or 7. Certification must be obtained within 120 days. TIAA will assist and support with certification training.
Series 63. Certification must be obtained within 120 days. TIAA will assist and support with certification training.
State Life & Health Insurance. Certification must be obtained within 120 days. TIAA will assist and support with certification training.
This role is for partially and or non- licensed candidates who do not possess a Series 6, 63, 7 or 66 license.
For partially licensed candidates, start dates may be delayed.
Candidates with active SIE prior to application may be eligible for a $1500 hire bonus.
Hours of operation are Mon-Fri, 6:00am to 8:00pm MT after training.
Prior Customer Service/and or Sales experience is preferred.
Minimum Pay: $18.75
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include 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. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
We are an Equal Opportunity/Affirmative Action Employer. We 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 protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
For residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.
For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.
For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.