Retirement Consultant

Position: Retirement Income 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.

Key Responsibilities and Duties

• 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.

Educational Requirements

• University (Degree) Preferred.

Work Experience

• 2+ Years 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.

Physical Requirements

• Sedentary Work.

Career Level

6IC

Related Skills

Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.

Anticipated Posting End Date

Base Pay Range

$72,800/yr – $90,000/yr. Actual base salary may vary based upon 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).

Equal

Opportunity Employer

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non‑Discrimination statement is on our careers home page () and you can read more about your rights and view government notices here (https://(Use the "Apply for this Job" box below).).

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