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Job Posting Details
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TIAA-CREF see all jobs
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Retirement Planning Representative - Inbound - Charlotte, NC
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| Compensation: - |
| NC-Charlotte
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Job Description
Who is TIAA-CREF? With more than $402 billion in combined assets under management as of 9/30/09, Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF) is a leading provider of retirement plans to those in the academic, research, medical and cultural fields. It is our mission to serve individuals who dedicate themselves to the benefit and enlightenment of others - those who serve the greater good. Serving Those Who Serve the Greater Good. For more than 90 years, our focus has been to support nonprofit organizations as they help their employees achieve a successful financial future. Today, TIAA-CREF provides an extensive range of investment and insurance products and services including annuities, mutual funds, IRA and Keogh plans; personal and institutional trust services; life insurance; advisor services; and 529 college savings plans. Individual Consultant - Inbound Requirements: - Provide high quality retirement and financial counseling services in an inbound call center environment.
- Responsible for communicating details of TIAA-CREF retirement plans, after tax investments and insurance products, payment flexibility, investment choices and overall retirement and financial issues to individual, institutional and prospective participants.
- Strong emphasis on services, sales, customers, and retention objectives.
Qualifications
- Must be willing and available to work any shift between 8am-8pm, Monday-Friday & rotating Saturdays 9am-6pm.
- Bachelor's degree or some college with related professional designations preferred.
- Active FINRA Series 6 (or 7) and 63 registrations required.
- State life insurance license preferred or must be obtained by the end of three month training program.
- Bi-Lingual in Spanish is a plus.
- Three or more years of financially-related customer contact experience. Financial Services sales experience is a plus.
- Strong communication, sales, interpersonal and analytical skills.
- Flexibility and the ability to work in a fast-paced, dynamic environment.
- Ability to work Monday through Saturday during various shifts.
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