The NCC Team Manager manages a team of Financial Services Consultants, ensuring individual and team success in taking calls from clients and fulfilling both their transactional needs and their product and services informational needs. This job sets day-to-day operational objectives for team members and ensures that policies and procedures are understood and followed by direct reports.

Key Responsibilities and DutiesEnsures customer service calls are answered in a timely, efficient and knowledgeable manner.\nMonitors staff utilization and implements contingency plans to ensure service levels are being met.\nOversees compliance of supervisory policies/procedures and teams.\nEnsures the team's adherence to government, state and organization regulations (e.g. SEC, FINRA, state Insurance Department, etc.).\nLeads quality/referral call reviews with team members.\nCoaches and develops team members to achieve performance goals and objectives.Educational RequirementsNo Advanced Degree Required PreferredWork Experience3+ Years Required; 5+ Years PreferredFINRA RegistrationsSRC Indicator: Series 6 or 7; Series 63; Series 26 or 24Physical RequirementsPhysical Requirements: Sedentary Work
Career Level
7PL

Required Skills:

Must have experience in coaching and developing contact center teams.

Experience in financial services industry.

Must obtain your Series 24 or 26 within 120 days.

Preferred Skills:

Problem solving skills to enhance processes and client experience.

Related Skills

Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness

Anticipated Posting End Date:

2024-11-18

Base Pay Range: $64,000/yr. - $114,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

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.

Equal Opportunity

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.

Accessibility Support

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

Email: accessibility.support@tiaa.org

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