Retirement Income Advisor — Inbound Education & Solutions

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

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.