Retirement Consultant

Retirement Income Consultant

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 in addition to utilizing the organization’s broad suite of distribution and lifetime income options. All licenses must be obtained within 120 days from start date.

• 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.
• Ensures a smooth client transition into retirement by supporting the client through the lifetime income application process.
• Assesses the complexities of the client and determines the right tools and solutions that fit their needs.
• Maintains effective schedule and pipeline management.

• University (Degree) Preferred

• 2+ Years Required; 3+ Years Preferred

• SRC Indicator:
  Series 7;
  Series 63

• Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

• Physical Requirements:
  
  Sedentary Work

6IC