Associate Retirement Consultant

Hybrid Flex

Dallas, TX, USA

Charlotte, NC, USA

Full time

R

• Take inbound calls from clients and prospects
• Make prospecting and follow-up outreaches to clients and prospects
• Provide product and investment education and implement appropriate retirement income solutions
• Identify qualified referral opportunities to appropriate internal business partners.
• Ensure a smooth client transition into retirement by supporting clients through the lifetime income application process
• Possess a solid understanding of TIAA’s retirement plan and individual products, retirement planning, income replacement options, and account opening requirements and processes
• Develop and maintain a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account. This will include resolving not-in-good-order cases (NIGOs) or any other barriers to establishing an account
• Maintain records of all customer interactions including inquiries, complaints, actions taken, etc. and ensure timely communication to relevant business partners

• 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

All licenses must be obtained within 120 days from start date

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

Base Pay Range: $31.54/hr - $36.68/hr

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).

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.

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact.

Here, every associate can grow through meaningful learning experiences and development pathways—because when our people…