Retirement Income Consultant

TIAA; Charlotte (NC); On-site; USD 72,800 - 90,000; Full time

Benefits offered by this job

Competitive health and wellness benefits

Superior retirement program

Job summary

TIAA is seeking a Retirement Income Consultant in Charlotte, North Carolina, to assist clients with retirement income solutions. The role involves delivering financial planning meetings and recommending various income solutions to ensure a smooth transition into retirement.

Ideal candidates should have at least 2 years of relevant experience and a preferred university degree. A Life and Health Insurance License must be obtained within 120 days of starting the position. The company offers a competitive salary range and a comprehensive benefits package.

Qualifications

• 2+ years of relevant experience required; 3+ years preferred.
• Must obtain Life and Health Insurance License within 120 days.
• Strong understanding of retirement income solutions.

Responsibilities

• Delivers virtual financial planning meetings with clients.
• Takes inbound calls for retirement income advice.
• Recommends lifetime income solutions from the organization.

Skills

Accountability

Business Acumen

Client Relationship Management

Problem Solving

Education

University Degree Preferred

Tools

Financial Markets Knowledge

Job description

Overview

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 the 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

• Accountability
• Business Acumen
• Business Development
• Client Relationship Management
• Commercial Mindset
• Communication
• Financial Markets Impact
• Inspires Others
• Negotiation
• Problem Solving
• Relationship Management
• Retirement Planning Selling

Compensation

Base Pay Range: $72,800/yr – $90,000/yr. Actual base salary may vary based on relevant experience, time in role, internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include incentive programs linked to performance (e.g., annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Anticipated Posting End Date

2026-06-26

Benefits

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.

Equal Opportunity

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 available on our careers home page, and you can read more about your rights and view government notices here.