Retirement Consultant

Position: Retirement Income Consultant
Retirement Income Consultant Skip to main content

This website uses cookies to improve your browsing experience. Continue browsing or dismiss this message to accept.#Retirement Income Consultant page is loaded## Retirement Income Consultant Apply locations:
3965 Dallas Parkway Frisco, TX 75034:
Charlotte Main 8500 Carnegie Blvdtime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
June 26, 2026 (16 days left to apply) job requisition :
R
** 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 support 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.
* Maintain 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
**
* Physical Requirements:

Sedentary Work  
** Career Level
** 6IC  Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling
** Anticipated Posting End Date:
** Base Pay Range: $72,800/yr - $90,000/yr 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).

** Company Overview
** 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.
** Our Culture of Impact
** 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…