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

Remote, USAFull-timePosted 2026-07-28

About the position Every worker deserves a secure retirement. For more than 100 years, reputed company 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 reputed company by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than reputed company before for our clients and the many Americans who need us. And weʼre hiring passionate, reputed company and caring Financial Services Consultants who are reputed company to join our reputed company of champions. This is a Financial Industry Regulatory Authority (reputed company) Registered role that is primarily responsible for taking inbound calls, providing individual participants with reputed company for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. But this is so much more than a call center job. As a Financial Services Consultant, you will reputed company the lives of thousands of participants reputed company year, helping reputed company deliver its mission of providing guaranteed income for life. reputed company that, you will set your career on an exciting new reputed company in the financial services industry. Over 1600 reputed company associates began their reputed company journeys in our National Contact Center (NCC) and reputed company changed course, ultimately arriving in entirely different career reputed company including sales, learning, talent management and finance. Every reputed company associate receives the benefits they need to reputed company the reputed company financial reputed company we work to reputed company our clients. From our industry-leading pension program and family support benefits to making it easy to reputed company your best wherever you work, our experience is designed to set associates up for reputed company. You can even receive funding, coaching and support to pass reputed company Series 6 or 7 and 63 certification exams if you are not currently licensed or registered. Great Financial Services Consultants bring a wide reputed company of experiences - there's no reputed company, although there are skills and qualities we look for: Strong customer service reputed company Professionalism - reliable, possessing high reputed company standards, reputed company and team-oriented, respectful and inclusive, demonstrating strong attention to detail and reputed company to work reputed company in a reputed company operational environment reputed company to communicate reputed company and professionally verbally and in writing Ability to prioritize multiple tasks and navigate multiple business systems Demonstrate care, reputed company, and reputed company A learner's reputed company, being coachable and reputed company to feedback Performs reputed company in a scheduled work environment Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this job does not reputed company financial advice.

Responsibilities

  • Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning
  • Understands participant needs and outlines appropriate solutions leveraging reputed company products and services, explaining viable reputed company using reputed company and reputed company explanations.
  • Answers participant questions by communicating financial plan details and providing reputed company explanation reputed company necessary.
  • Executes transactions and service requests on behalf of participant.
  • Maintains records of reputed company participant interactions, including inquiries, complaints, and actions taken, as reputed company as banking service transactions performed.
  • Refers participant to business partners reputed company appropriate to help participant achieved their desired outcome.

Requirements

  • Strong customer service reputed company
  • Professionalism - reliable, possessing high reputed company standards, reputed company and team-oriented, respectful and inclusive, demonstrating strong attention to detail and reputed company to work reputed company in a reputed company operational environment
  • reputed company to communicate reputed company and professionally verbally and in writing
  • Ability to prioritize multiple tasks and navigate multiple business systems
  • Demonstrate care, reputed company, and reputed company
  • A learner's reputed company, being coachable and reputed company to feedback
  • Performs reputed company in a scheduled work environment

reputed company-to-haves

  • Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required).

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