Associate Retirement Income Consultant

Nuveen; Frisco (TX); On-site; USD 43,000 - 51,000; Full time

Job summary

Nuveen in Frisco, TX, is hiring an Associate Retirement Income Consultant (ARIC) to educate clients on retirement income options and provide guidance on qualified and non-qualified products. You will handle inbound calls, support prospects, and collaborate with internal partners to implement lifetime income solutions.

You will manage the lifetime income application process, track client interactions, and develop a pipeline of opportunities to help clients open and fund accounts.

Qualifications

• Experience handling inbound calls and educating clients on retirement income options.
• Financial product knowledge including qualified/non-qualified products.
• Licenses required within 120 days of start date (Series 7/63 and Life/Health).

Responsibilities

• Take inbound calls from clients and prospects to provide retirement education and guidance.
• Develop and maintain a pipeline of sales opportunities for lifetime income solutions.
• Coordinate with internal partners to open and fund retirement accounts and complete applications.
• Maintain client records and ensure timely communication with stakeholders.
• Identify referral opportunities and support a growth-oriented sales process.

Skills

Inbound calls handling

Prospecting

Relationship management

Communication

Client education

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 63

Life & Health License

Job description

Associate Retirement Income Consultant (ARIC)The Associate Retirement Income Consultant (ARIC) provides retirement education and advice to the organization's clients and prospects. The ARIC educates and helps individuals navigate TIAA’s retirement income options and, where appropriate, provides advice related to qualified and non-qualified product and investment needs. The typical consultant spends most of their time fielding inbound calls and the remainder of their time completing follow-up activities with clients, prospects, and internal partners. The role is responsible for assisting clients implement diversified retirement income solutions, immediate annuity application case management, applicable retirement plan investment advice, referral generation, and other goals that ensure a good client experience. In addition to their sales responsibilities, the consultant performs many of the administrative functions related to following up and closing both education and growth-related lifetime income annuity opportunities. All licenses must be obtained within 120 days from start date.Key Responsibilities and DutiesTake inbound calls from clients and prospectsMake prospecting and follow-up outreaches to clients and prospectsProvide product and investment education and implement appropriate retirement income solutionsIdentify qualified referral opportunities to appropriate internal business partners.Ensure a smooth client transition into retirement by supporting clients through the lifetime income application processPossess a solid understanding of TIAA’s retirement plan and individual products, retirement planning, income replacement options, and account opening requirements and processesDevelop 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 accountMaintain records of all customer interactions including inquiries, complaints, actions taken, etc. and ensure timely communication to relevant business partnersIdentify qualified referral opportunities to appropriate internal business partners.Take prospecting and follow-up outreaches to clients and prospectsIdentify qualified referral opportunities to appropriate internal business partners.Ensure a smooth client transition into retirement by supporting clients through the lifetime income application processPossess a solid understanding of TIAA’s retirement plan and individual products, retirement planning, income replacement options, and account opening requirements and processesDevelop 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 accountMaintain records of all customer interactions including inquiries, complaints, actions taken, etc. and ensure timely communication to relevant business partnersEducational RequirementsUniversity (Degree) PreferredWork Experience2+ Years Required; 3+ Years PreferredFINRA RegistrationsSRC Indicator: Series 7; Series 63Licenses and CertificationsLife and Health Insurance License (Resident State) - Multiple Issuers required within 120 DaysPhysical RequirementsPhysical Requirements: Sedentary WorkCareer Level6ICAll licenses must be obtained within 120 days from start dateRelated SkillsAccountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning SellingAnticipated Posting End Date:2026-10-30Base Pay Range: $31.54/hr - $36.68/hrActual 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 OverviewEvery 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 ImpactAt 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 succeed, our impact on clients' lives grows stronger.Benefits and Total RewardsThe 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. To learn more about your benefits, please review our Benefits Summary .Equal OpportunityWe 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.Accessibility SupportTIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Phone: [phone]Email: [e-mail] and Smoking PolicyTIAA maintains a drug-free and smoke/free workplace.