Retirement Income Consultant

About the role

The Retirement Income Consultant works directly with clients to recommend and implement a variety of retirement income solutions designed to meet their needs. Under general supervision, this job supports clients by incorporating the organization's suite of income-oriented advice and education tools, as well as utilizing the organization's broad suite of distribution and lifetime income options.

Responsibilities

• Delivers virtual financial planning meetings with clients preparing for retirement and seeking assistance on how to take income from their investment portfolio.
• Takes inbound calls from clients seeking advice and education on the use of TIAA’s investment products for retirement income.
• Makes outbound calls to clients to follow-up on referrals from the organization's business partners where retirement income education and advice are identified as client needs.
• Recommends a variety of lifetime income solutions utilizing the organization's suite of income-oriented tools.
• Safeguards a smooth client transition into retirement by supporting the client through the lifetime income application process.
• Affirms the complexities of the client and determines the right tools and solutions that fit their needs.
• Maintains effective schedule and pipeline management.

Requirements

• University (Degree) Preferred
• 2+ Years Work Experience Required; 3+ Years Preferred
• FINRA Registrations: SRC Indicator: Series 7; Series 63
• Licenses and Certifications: Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Qualifications

All licenses must be obtained within 120 days from start date.

Skills

• Accountability
• Business Acumen
• Business Development
• Client Relationship Management
• Commercial Mindset
• Communication
• Financial Markets Impact
• Inspires Others
• Negotiation
• Problem Solving
• Relationship Management
• Retail Planning Selling

Benefits

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.

Pay

Base Pay Range: $72,800/yr - $90,000/yr

Schedule

Not specified