Virtual Retirement Income Advisor

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

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.