Retirement Income Advisor (Virtual) & Solutions Expert

TIAA; Texas; On-site; USD 73,000 - 90,000; Full time

Job summary

TIAA is seeking a Retirement Income Consultant to work with clients, recommending and implementing retirement income solutions. The role involves virtual financial planning meetings, inbound/outbound client calls, and guiding clients through the lifetime income application.

Candidates should bring 2+ years of experience, Series 7/63, and applicable licenses, with a strong emphasis on client relationship management.

Qualifications

• University degree preferred.
• 2+ years experience; 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.

Responsibilities

• Delivers virtual financial planning meetings with clients preparing for retirement.
• Takes inbound calls seeking advice on retirement income products.
• Makes outbound calls to follow up on referrals for retirement income education.
• Recommends lifetime income solutions using the org's tools.
• Ensures smooth client transition into retirement via income application process.
• Assesses client needs to determine appropriate tools and solutions.

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

Education

University (Degree) Preferred

Tools

Series 7

Series 63

Life and Health Insurance License

Job description

TIAA is seeking a Retirement Income Consultant to work with clients, recommending and implementing retirement income solutions. The role involves virtual financial planning meetings, inbound/outbound client calls, and guiding clients through the lifetime income application.

Candidates should bring 2+ years of experience, Series 7/63, and applicable licenses, with a strong emphasis on client relationship management.