About this role
MMS Rollover Specialist at Tiaa. Location: Charlotte or Dallas. Role: handling rollovers, providing support, maintaining records Requirements: Requires FINRA Series 6 or 7, Series 63, resident state Life and Health Insurance, university degree preferred, minimum 3 years experience, strong communication and organizational skills. Category: Customer Service Seniority: Mid Level Certifications: series 6, series 7, series 63, life and health insurance Commitment: Full Time Workplace: Hybrid Languages: English