Retirement Income Strategist - Client Education & Solutions

TIAA; Frisco (TX); On-site; USD 66,000 - 76,000; Full time

Job summary

TIAA is seeking an Associate Retirement Income Consultant (ARIC) in Frisco, TX to educate clients on retirement income options and provide tailored guidance. The role emphasizes inbound client interactions, education on products, and coordinating with internal partners to close opportunities.

Requirements include a university degree (or equivalent), 2+ years experience (3+ preferred), and licensure (Series 7/63 and Life & Health Insurance).

Qualifications

• University degree preferred.
• 2+ years of experience; 3+ years preferred.
• Licenses: Life and Health Insurance License (Resident State) and FINRA Series 7 & 63.

Responsibilities

• Take inbound calls from clients and prospects.
• Provide retirement income education and implement appropriate retirement income solutions.
• Identify qualified referral opportunities to internal business partners.
• Support clients through the lifetime income application process.
• Maintain records of client interactions and ensure timely communication to partners.

Skills

Communication

Relationship Management

Client Relationship Management

Sales

Negotiation

Problem Solving

Account Management

Financial Markets Impact

Business Development

Inspiring Others

Retirement Planning Selling

Education

University Degree Preferred

Tools

Series 7

Series 63

Job description

TIAA is seeking an Associate Retirement Income Consultant (ARIC) in Frisco, TX to educate clients on retirement income options and provide tailored guidance. The role emphasizes inbound client interactions, education on products, and coordinating with internal partners to close opportunities.

Requirements include a university degree (or equivalent), 2+ years experience (3+ preferred), and licensure (Series 7/63 and Life & Health Insurance).