Virtual Retirement Income Advisor

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

Job summary

TIAA is seeking a Retirement Income Consultant to help clients plan and implement retirement income strategies. The role involves delivering virtual planning sessions, guiding clients through income options, and coordinating with internal tools to tailor solutions to individual needs.

Responsibilities include inbound/outbound client interactions, referrals, and overseeing the application process while ensuring proper licensing and education requirements are met.

Qualifications

• Experience delivering financial guidance and retirement income planning to clients.
• Strong client relationship management and communication skills.
• Familiarity with retirement income products and advisory services.

Responsibilities

• Delivers virtual financial planning meetings with clients preparing for retirement and seeking income from investments.
• Takes inbound calls from clients for advice and education on income from investment products.
• Makes outbound calls to follow up on referrals for retirement income education and advice.
• Recommends lifetime income solutions using the organization’s tools.
• Supports clients through the lifetime income application process to ensure a smooth transition into retirement.
• Assess clients’ complexities to determine suitable tools and solutions.

Skills

Client communication

Relationship management

Financial planning

Sales & advisory

Problem solving

Education

Bachelor's degree or higher

Job description

TIAA is seeking a Retirement Income Consultant to help clients plan and implement retirement income strategies. The role involves delivering virtual planning sessions, guiding clients through income options, and coordinating with internal tools to tailor solutions to individual needs.

Responsibilities include inbound/outbound client interactions, referrals, and overseeing the application process while ensuring proper licensing and education requirements are met.