About this role
National Financial Consultants (NFC) - Plan Event Team-5 at Tiaa. Location: Charlotte or New York. Role: counseling participants, providing advice, developing relationships Requirements: 3+ years experience, FINRA Series 7 and 63 registrations, life & health insurance license within 120 days, university degree preferred, strong financial planning and client relationship skills. Category: Sales Seniority: Mid Level Certifications: series 7, series 63, life and health insurance Commitment: Full Time Workplace: Hybrid Languages: English